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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 | $188,625 | $211,288-10.7% | $178,540+5.6% | $145,884+29.3% |
| Participation rate | 45.5% | 80.8%-35.4pp | 77.1%-31.7pp | 80.3%-34.8pp |
| Annual return | 15.70% | 30.27%-14.6pp | 27.15%-11.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $3,931 | $4,574-14.1% | $3,953-0.6% | $4,662-15.7% |
| Participant deferral / active EE | $3,576 | $6,967-48.7% | $6,281-43.1% | $6,690-46.5% |
| Admin fee / account holder | $12,936 | $12,105+6.9% | $10,424+24.1% | $13,392-3.4% |