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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 | $177,673 | $184,014-3.4% | $161,149+10.3% | $138,895+27.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 13.69% | 21.52%-7.8pp | 21.16%-7.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $2,480 | $5,055-50.9% | $4,360-43.1% | $4,194-40.9% |
| Participant deferral / active EE | $2,480 | $6,909-64.1% | $6,153-59.7% | $6,396-61.2% |
| Admin fee / account holder | $6,377 | $18,027-64.6% | $15,194-58.0% | $12,562-49.2% |