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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 | $199,109-17.4% | $173,730-5.3% | $154,746+6.3% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 18.03% | 20.02%-2.0pp | 19.96%-1.9pp | 172.34%-154.3pp |
| Employer contribution / active EE | $2,077 | $5,311-60.9% | $4,577-54.6% | $4,379-52.6% |
| Participant deferral / active EE | $5,138 | $7,113-27.8% | $6,326-18.8% | $6,730-23.7% |
| Admin fee / account holder | $3,892 | $20,916-81.4% | $17,523-77.8% | $14,365-72.9% |