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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 | $184,250 | $213,785-13.8% | $185,441-0.6% | $155,188+18.7% |
| Participation rate | 63.6% | 83.2%-19.6pp | 80.3%-16.6pp | 80.8%-17.2pp |
| Annual return | 13.78% | 19.97%-6.2pp | 20.16%-6.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $2,018 | $5,393-62.6% | $4,672-56.8% | $4,248-52.5% |
| Participant deferral / active EE | $11,197 | $6,864+63.1% | $6,152+82.0% | $6,531+71.4% |
| Admin fee / account holder | $1,891 | $21,134-91.1% | $17,890-89.4% | $14,480-86.9% |