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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 | $168,917 | $211,288-20.1% | $178,540-5.4% | $145,884+15.8% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 12.75% | 30.27%-17.5pp | 27.15%-14.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $2,566 | $4,574-43.9% | $3,953-35.1% | $4,662-45.0% |
| Participant deferral / active EE | $6,952 | $6,967-0.2% | $6,281+10.7% | $6,690+3.9% |
| Admin fee / account holder | $7,512 | $12,105-37.9% | $10,424-27.9% | $13,392-43.9% |