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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 | $199,109-22.7% | $173,730-11.4% | $154,746-0.5% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.6%-22.4pp | 80.7%-23.6pp |
| Annual return | 12.73% | 20.02%-7.3pp | 19.96%-7.2pp | 172.34%-159.6pp |
| Employer contribution / active EE | $2,692 | $5,311-49.3% | $4,577-41.2% | $4,379-38.5% |
| Participant deferral / active EE | $7,192 | $7,113+1.1% | $6,326+13.7% | $6,730+6.9% |
| Admin fee / account holder | $3,456 | $20,916-83.5% | $17,523-80.3% | $14,365-75.9% |