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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 | $175,664 | $254,759-31.0% | $216,567-18.9% | $198,609-11.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 81.6%-31.6pp | 82.4%-32.4pp |
| Annual return | 4.24% | 10.04%-5.8pp | 12.94%-8.7pp | 202.70%-198.5pp |
| Employer contribution / active EE | $1,736 | $6,096-71.5% | $5,216-66.7% | $5,055-65.7% |
| Participant deferral / active EE | $3,640 | $6,948-47.6% | $6,191-41.2% | $6,977-47.8% |
| Admin fee / account holder | $9,922 | $26,311-62.3% | $21,981-54.9% | $19,030-47.9% |