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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 | $173,879 | $176,838-1.7% | $146,685+18.5% | $167,518+3.8% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 11.43% | 24.04%-12.6pp | 22.75%-11.3pp | 478.71%-467.3pp |
| Employer contribution / active EE | $3,012 | $5,161-41.6% | $4,137-27.2% | $4,838-37.8% |
| Participant deferral / active EE | $6,284 | $6,441-2.4% | $5,507+14.1% | $6,342-0.9% |
| Admin fee / account holder | $2,767 | $13,262-79.1% | $10,281-73.1% | $12,312-77.5% |