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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 | $184,014-1.6% | $161,149+12.4% | $138,895+30.4% |
| Participation rate | 58.8% | 82.1%-23.3pp | 78.8%-20.0pp | 79.9%-21.1pp |
| Annual return | 16.94% | 21.52%-4.6pp | 21.16%-4.2pp | 145.39%-128.5pp |
| Employer contribution / active EE | $3,279 | $5,055-35.1% | $4,360-24.8% | $4,194-21.8% |
| Participant deferral / active EE | $7,534 | $6,909+9.0% | $6,153+22.4% | $6,396+17.8% |
| Admin fee / account holder | $5,852 | $18,027-67.5% | $15,194-61.5% | $12,562-53.4% |