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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 | $149,979 | $201,344-25.5% | $184,243-18.6% | $145,877+2.8% |
| Participation rate | 63.2% | 87.5%-24.3pp | 86.8%-23.7pp | 80.3%-17.1pp |
| Annual return | 20.30% | 29.01%-8.7pp | 28.82%-8.5pp | 551.28%-531.0pp |
| Employer contribution / active EE | $2,829 | $7,022-59.7% | $6,427-56.0% | $4,663-39.3% |
| Participant deferral / active EE | $6,545 | $9,807-33.3% | $9,132-28.3% | $6,691-2.2% |
| Admin fee / account holder | $709 | $16,382-95.7% | $13,914-94.9% | $13,402-94.7% |