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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 | $174,907 | $228,317-23.4% | $185,808-5.9% | $158,931+10.1% |
| Participation rate | 61.5% | 82.3%-20.8pp | 78.0%-16.5pp | 82.0%-20.4pp |
| Annual return | 13.13% | 40.81%-27.7pp | 35.95%-22.8pp | 302.86%-289.7pp |
| Employer contribution / active EE | $2,812 | $4,964-43.4% | $4,086-31.2% | $4,761-41.0% |
| Participant deferral / active EE | $5,040 | $6,415-21.4% | $5,632-10.5% | $5,982-15.8% |
| Admin fee / account holder | $13,031 | $11,865+9.8% | $9,501+37.2% | $11,247+15.9% |