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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 | $198,664 | $211,105-5.9% | $178,449+11.3% | $145,978+36.1% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 11.50% | 30.19%-18.7pp | 27.09%-15.6pp | 550.52%-539.0pp |
| Employer contribution / active EE | $3,297 | $4,569-27.8% | $3,951-16.5% | $4,662-29.3% |
| Participant deferral / active EE | $8,178 | $6,959+17.5% | $6,277+30.3% | $6,690+22.3% |
| Admin fee / account holder | $1,523 | $12,017-87.3% | $10,362-85.3% | $13,400-88.6% |