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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 | $199,109-4.8% | $173,730+9.1% | $154,746+22.4% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.6%-10.3pp | 80.7%-11.5pp |
| Annual return | 15.65% | 20.02%-4.4pp | 19.96%-4.3pp | 172.34%-156.7pp |
| Employer contribution / active EE | $3,636 | $5,311-31.5% | $4,577-20.6% | $4,379-17.0% |
| Participant deferral / active EE | $5,422 | $7,113-23.8% | $6,326-14.3% | $6,730-19.4% |
| Admin fee / account holder | $8,217 | $20,916-60.7% | $17,523-53.1% | $14,365-42.8% |