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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 | $183,293 | $254,759-28.1% | $216,567-15.4% | $198,609-7.7% |
| Participation rate | 52.6% | 84.5%-31.9pp | 81.6%-29.0pp | 82.4%-29.7pp |
| Annual return | 14.51% | 10.04%+4.5pp | 12.94%+1.6pp | 202.70%-188.2pp |
| Employer contribution / active EE | $2,354 | $6,096-61.4% | $5,216-54.9% | $5,055-53.4% |
| Participant deferral / active EE | $5,127 | $6,948-26.2% | $6,191-17.2% | $6,977-26.5% |
| Admin fee / account holder | $4,461 | $26,311-83.0% | $21,981-79.7% | $19,030-76.6% |