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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 | $159,864 | $171,272-6.7% | $127,803+25.1% | $152,909+4.5% |
| Participation rate | 58.3% | 83.5%-25.1pp | 79.0%-20.7pp | 82.5%-24.1pp |
| Annual return | 20.97% | 23.54%-2.6pp | 26.14%-5.2pp | 345.46%-324.5pp |
| Employer contribution / active EE | $1,823 | $5,451-66.6% | $4,576-60.2% | $4,764-61.7% |
| Participant deferral / active EE | $5,519 | $7,043-21.6% | $6,023-8.4% | $5,851-5.7% |
| Admin fee / account holder | $4,024 | $14,540-72.3% | $9,399-57.2% | $11,601-65.3% |