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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,858 | $254,759-34.9% | $216,567-23.4% | $198,609-16.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 81.6%-31.6pp | 82.4%-32.4pp |
| Annual return | 14.78% | 10.04%+4.7pp | 12.94%+1.8pp | 202.70%-187.9pp |
| Employer contribution / active EE | $1,599 | $6,096-73.8% | $5,216-69.3% | $5,055-68.4% |
| Participant deferral / active EE | $5,465 | $6,948-21.3% | $6,191-11.7% | $6,977-21.7% |
| Admin fee / account holder | $30,511 | $26,311+16.0% | $21,981+38.8% | $19,030+60.3% |