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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 | $162,453 | $199,109-18.4% | $173,730-6.5% | $154,746+5.0% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 13.49% | 20.02%-6.5pp | 19.96%-6.5pp | 172.34%-158.9pp |
| Employer contribution / active EE | $2,064 | $5,311-61.1% | $4,577-54.9% | $4,379-52.9% |
| Participant deferral / active EE | $9,561 | $7,113+34.4% | $6,326+51.1% | $6,730+42.1% |
| Admin fee / account holder | $1,106 | $20,916-94.7% | $17,523-93.7% | $14,365-92.3% |