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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 | $201,344-14.0% | $184,243-6.0% | $145,877+18.7% |
| Participation rate | 57.1% | 87.5%-30.4pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 24.08% | 29.01%-4.9pp | 28.82%-4.7pp | 551.28%-527.2pp |
| Employer contribution / active EE | $2,695 | $7,022-61.6% | $6,427-58.1% | $4,663-42.2% |
| Participant deferral / active EE | $4,624 | $9,807-52.9% | $9,132-49.4% | $6,691-30.9% |
| Admin fee / account holder | $759 | $16,382-95.4% | $13,914-94.5% | $13,402-94.3% |