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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 | $177,584 | $185,312-4.2% | $161,489+10.0% | $154,746+14.8% |
| Participation rate | 56.3% | 82.5%-26.2pp | 78.7%-22.4pp | 80.7%-24.5pp |
| Annual return | 17.46% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,028 | $4,769-57.5% | $4,268-52.5% | $4,379-53.7% |
| Participant deferral / active EE | $4,613 | $6,350-27.3% | $5,630-18.1% | $6,730-31.5% |
| Admin fee / account holder | $10,654 | $18,654-42.9% | $16,006-33.4% | $14,365-25.8% |