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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 | $176,919 | $254,759-30.6% | $216,567-18.3% | $198,609-10.9% |
| Participation rate | 63.2% | 84.5%-21.4pp | 81.6%-18.5pp | 82.4%-19.2pp |
| Annual return | 15.04% | 10.04%+5.0pp | 12.94%+2.1pp | 202.70%-187.7pp |
| Employer contribution / active EE | $2,471 | $6,096-59.5% | $5,216-52.6% | $5,055-51.1% |
| Participant deferral / active EE | $5,384 | $6,948-22.5% | $6,191-13.0% | $6,977-22.8% |
| Admin fee / account holder | $21,534 | $26,311-18.2% | $21,981-2.0% | $19,030+13.2% |