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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 | $213,785-24.0% | $185,441-12.4% | $155,188+4.7% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 13.49% | 19.97%-6.5pp | 20.16%-6.7pp | 148.84%-135.4pp |
| Employer contribution / active EE | $2,064 | $5,393-61.7% | $4,672-55.8% | $4,248-51.4% |
| Participant deferral / active EE | $9,561 | $6,864+39.3% | $6,152+55.4% | $6,531+46.4% |
| Admin fee / account holder | $1,106 | $21,134-94.8% | $17,890-93.8% | $14,480-92.4% |