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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 | $158,413 | $182,442-13.2% | $163,379-3.0% | $138,895+14.1% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.8%-13.2pp | 79.9%-16.3pp |
| Annual return | 18.34% | 72.74%-54.4pp | 63.41%-45.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,206 | $4,159-47.0% | $3,752-41.2% | $4,194-47.4% |
| Participant deferral / active EE | $4,583 | $6,817-32.8% | $6,282-27.0% | $6,396-28.4% |
| Admin fee / account holder | $5,551 | $10,396-46.6% | $9,818-43.5% | $12,562-55.8% |