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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 | $153,979 | $254,759-39.6% | $216,567-28.9% | $198,609-22.5% |
| Participation rate | 57.1% | 84.5%-27.4pp | 81.6%-24.5pp | 82.4%-25.2pp |
| Annual return | 12.73% | 10.04%+2.7pp | 12.94%-0.2pp | 202.70%-190.0pp |
| Employer contribution / active EE | $2,692 | $6,096-55.8% | $5,216-48.4% | $5,055-46.7% |
| Participant deferral / active EE | $7,192 | $6,948+3.5% | $6,191+16.2% | $6,977+3.1% |
| Admin fee / account holder | $3,456 | $26,311-86.9% | $21,981-84.3% | $19,030-81.8% |