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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 | $231,840 | $275,752-15.9% | $256,809-9.7% | $198,609+16.7% |
| Participation rate | 62.5% | 89.2%-26.7pp | 88.5%-26.0pp | 82.4%-19.9pp |
| Annual return | 12.55% | 34.81%-22.3pp | 32.73%-20.2pp | 202.70%-190.1pp |
| Employer contribution / active EE | $3,012 | $7,721-61.0% | $7,263-58.5% | $5,055-40.4% |
| Participant deferral / active EE | $7,791 | $10,037-22.4% | $9,520-18.2% | $6,977+11.7% |
| Admin fee / account holder | $336 | $25,716-98.7% | $25,146-98.7% | $19,030-98.2% |