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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 | $199,109-7.9% | $173,730+5.5% | $154,746+18.4% |
| Participation rate | 52.6% | 82.8%-30.2pp | 79.6%-26.9pp | 80.7%-28.1pp |
| Annual return | 14.51% | 20.02%-5.5pp | 19.96%-5.4pp | 172.34%-157.8pp |
| Employer contribution / active EE | $2,354 | $5,311-55.7% | $4,577-48.6% | $4,379-46.2% |
| Participant deferral / active EE | $5,127 | $7,113-27.9% | $6,326-19.0% | $6,730-23.8% |
| Admin fee / account holder | $4,461 | $20,916-78.7% | $17,523-74.5% | $14,365-68.9% |