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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 | $173,199 | $201,370-14.0% | $184,256-6.0% | $145,897+18.7% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 24.08% | 29.05%-5.0pp | 28.85%-4.8pp | 552.29%-528.2pp |
| Employer contribution / active EE | $2,695 | $7,024-61.6% | $6,427-58.1% | $4,663-42.2% |
| Participant deferral / active EE | $4,624 | $9,808-52.9% | $9,133-49.4% | $6,689-30.9% |
| Admin fee / account holder | $759 | $16,364-95.4% | $13,899-94.5% | $13,390-94.3% |