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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 | $178,035 | $91,179+95.3% | $178,499-0.3% | $79,852+123.0% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 13.94% | 24.19%-10.2pp | 151.10%-137.2pp | 31.72%-17.8pp |
| Employer contribution / active EE | $1,872 | $3,256-42.5% | $5,011-62.6% | $2,471-24.2% |
| Participant deferral / active EE | $3,296 | $3,236+1.9% | $5,202-36.6% | $3,740-11.9% |
| Admin fee / account holder | $1,525 | $6,749-77.4% | $13,986-89.1% | $5,306-71.3% |