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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 | $165,634 | $176,794-6.3% | $146,647+12.9% | $167,553-1.1% |
| Participation rate | 56.3% | 83.6%-27.4pp | 80.1%-23.8pp | 82.1%-25.9pp |
| Annual return | 11.17% | 24.04%-12.9pp | 22.75%-11.6pp | 478.89%-467.7pp |
| Employer contribution / active EE | $1,667 | $5,161-67.7% | $4,137-59.7% | $4,840-65.6% |
| Participant deferral / active EE | $5,921 | $6,440-8.1% | $5,506+7.5% | $6,343-6.6% |
| Admin fee / account holder | $11,761 | $13,262-11.3% | $10,281+14.4% | $12,316-4.5% |