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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 | $164,470 | $254,759-35.4% | $216,567-24.1% | $198,609-17.2% |
| Participation rate | 66.7% | 84.5%-17.9pp | 81.6%-15.0pp | 82.4%-15.7pp |
| Annual return | 18.03% | 10.04%+8.0pp | 12.94%+5.1pp | 202.70%-184.7pp |
| Employer contribution / active EE | $2,077 | $6,096-65.9% | $5,216-60.2% | $5,055-58.9% |
| Participant deferral / active EE | $5,138 | $6,948-26.1% | $6,191-17.0% | $6,977-26.4% |
| Admin fee / account holder | $3,892 | $26,311-85.2% | $21,981-82.3% | $19,030-79.6% |