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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 | $211,597 | $213,785-1.0% | $185,441+14.1% | $155,188+36.3% |
| Participation rate | 58.3% | 83.2%-24.9pp | 80.3%-21.9pp | 80.8%-22.5pp |
| Annual return | 8.66% | 19.97%-11.3pp | 20.16%-11.5pp | 148.84%-140.2pp |
| Employer contribution / active EE | $1,493 | $5,393-72.3% | $4,672-68.1% | $4,248-64.9% |
| Participant deferral / active EE | $4,513 | $6,864-34.3% | $6,152-26.6% | $6,531-30.9% |
| Admin fee / account holder | $13,197 | $21,134-37.6% | $17,890-26.2% | $14,480-8.9% |