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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 | $196,740 | $167,415+17.5% | $140,514+40.0% | $198,609-0.9% |
| Participation rate | 54.5% | 80.9%-26.3pp | 77.8%-23.3pp | 82.4%-27.8pp |
| Annual return | 18.40% | 13.85%+4.5pp | 14.36%+4.0pp | 202.70%-184.3pp |
| Employer contribution / active EE | $2,213 | $4,088-45.9% | $3,378-34.5% | $5,055-56.2% |
| Participant deferral / active EE | $4,998 | $5,579-10.4% | $4,919+1.6% | $6,977-28.4% |
| Admin fee / account holder | $890 | $16,730-94.7% | $13,697-93.5% | $19,030-95.3% |