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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 | $176,208 | $181,896-3.1% | $156,551+12.6% | $273,972-35.7% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 7.89% | 30.74%-22.8pp | 32.23%-24.3pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,371 | $6,248-78.1% | $5,501-75.1% | $4,869-71.8% |
| Participant deferral / active EE | $3,233 | $5,550-41.7% | $4,871-33.6% | $5,287-38.8% |
| Admin fee / account holder | $2,770 | $15,560-82.2% | $13,028-78.7% | $10,133-72.7% |