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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 | $181,146 | $199,109-9.0% | $173,730+4.3% | $154,746+17.1% |
| Participation rate | 58.8% | 82.8%-24.0pp | 79.6%-20.7pp | 80.7%-21.9pp |
| Annual return | 16.94% | 20.02%-3.1pp | 19.96%-3.0pp | 172.34%-155.4pp |
| Employer contribution / active EE | $3,279 | $5,311-38.3% | $4,577-28.4% | $4,379-25.1% |
| Participant deferral / active EE | $7,534 | $7,113+5.9% | $6,326+19.1% | $6,730+11.9% |
| Admin fee / account holder | $5,852 | $20,916-72.0% | $17,523-66.6% | $14,365-59.3% |