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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 | $180,232 | $201,372-10.5% | $184,260-2.2% | $145,884+23.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 15.69% | 29.04%-13.3pp | 28.84%-13.1pp | 551.85%-536.2pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,575 | $9,808-53.4% | $9,133-49.9% | $6,690-31.6% |
| Admin fee / account holder | $12,839 | $16,362-21.5% | $13,898-7.6% | $13,392-4.1% |