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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 | $189,296 | $211,224-10.4% | $178,505+6.0% | $145,897+29.7% |
| Participation rate | 46.2% | 80.8%-34.7pp | 77.1%-31.0pp | 80.3%-34.2pp |
| Annual return | 25.17% | 30.28%-5.1pp | 27.16%-2.0pp | 552.29%-527.1pp |
| Employer contribution / active EE | $1,953 | $4,577-57.3% | $3,955-50.6% | $4,663-58.1% |
| Participant deferral / active EE | $4,105 | $6,966-41.1% | $6,280-34.6% | $6,689-38.6% |
| Admin fee / account holder | $9,618 | $12,109-20.6% | $10,428-7.8% | $13,390-28.2% |