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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 | $152,763 | $239,571-36.2% | $183,328-16.7% | $137,256+11.3% |
| Participation rate | 62.5% | 82.4%-19.9pp | 77.3%-14.8pp | 80.0%-17.5pp |
| Annual return | 12.68% | 35.69%-23.0pp | 29.67%-17.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,030 | $6,148-67.0% | $5,055-59.8% | $4,156-51.1% |
| Participant deferral / active EE | $5,292 | $7,995-33.8% | $6,795-22.1% | $6,407-17.4% |
| Admin fee / account holder | $91,698 | $30,059+205.1% | $21,427+328.0% | $12,270+647.3% |