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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 | $183,468 | $201,344-8.9% | $184,243-0.4% | $145,877+25.8% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 12.66% | 29.01%-16.4pp | 28.82%-16.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,857 | $7,022-73.6% | $6,427-71.1% | $4,663-60.2% |
| Participant deferral / active EE | $4,045 | $9,807-58.8% | $9,132-55.7% | $6,691-39.5% |
| Admin fee / account holder | $2,637 | $16,382-83.9% | $13,914-81.1% | $13,402-80.3% |