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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 | $189,473 | $254,759-25.6% | $216,567-12.5% | $198,609-4.6% |
| Participation rate | 69.2% | 84.5%-15.3pp | 81.6%-12.4pp | 82.4%-13.1pp |
| Annual return | 15.65% | 10.04%+5.6pp | 12.94%+2.7pp | 202.70%-187.0pp |
| Employer contribution / active EE | $3,636 | $6,096-40.4% | $5,216-30.3% | $5,055-28.1% |
| Participant deferral / active EE | $5,422 | $6,948-22.0% | $6,191-12.4% | $6,977-22.3% |
| Admin fee / account holder | $8,217 | $26,311-68.8% | $21,981-62.6% | $19,030-56.8% |