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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 | $193,924 | $211,105-8.1% | $178,449+8.7% | $145,978+32.8% |
| Participation rate | 45.5% | 80.8%-35.3pp | 77.1%-31.6pp | 80.3%-34.8pp |
| Annual return | 12.66% | 30.19%-17.5pp | 27.09%-14.4pp | 550.52%-537.9pp |
| Employer contribution / active EE | $1,262 | $4,569-72.4% | $3,951-68.1% | $4,662-72.9% |
| Participant deferral / active EE | $4,074 | $6,959-41.5% | $6,277-35.1% | $6,690-39.1% |
| Admin fee / account holder | $1,392 | $12,017-88.4% | $10,362-86.6% | $13,400-89.6% |