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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 | $175,996 | $227,399-22.6% | $189,758-7.3% | $198,609-11.4% |
| Participation rate | 64.3% | 84.0%-19.7pp | 79.8%-15.5pp | 82.4%-18.1pp |
| Annual return | 15.56% | 61.03%-45.5pp | 52.62%-37.1pp | 202.70%-187.1pp |
| Employer contribution / active EE | $1,977 | $5,526-64.2% | $4,767-58.5% | $5,055-60.9% |
| Participant deferral / active EE | $7,006 | $6,837+2.5% | $5,856+19.6% | $6,977+0.4% |
| Admin fee / account holder | $971 | $25,162-96.1% | $20,388-95.2% | $19,030-94.9% |