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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 | $254,759-28.9% | $216,567-16.4% | $198,609-8.8% |
| Participation rate | 58.8% | 84.5%-25.7pp | 81.6%-22.8pp | 82.4%-23.6pp |
| Annual return | 16.94% | 10.04%+6.9pp | 12.94%+4.0pp | 202.70%-185.8pp |
| Employer contribution / active EE | $3,279 | $6,096-46.2% | $5,216-37.1% | $5,055-35.1% |
| Participant deferral / active EE | $7,534 | $6,948+8.4% | $6,191+21.7% | $6,977+8.0% |
| Admin fee / account holder | $5,852 | $26,311-77.8% | $21,981-73.4% | $19,030-69.3% |