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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 | $191,253 | $201,344-5.0% | $184,243+3.8% | $145,877+31.1% |
| Participation rate | 45.5% | 87.5%-42.0pp | 86.8%-41.4pp | 80.3%-34.8pp |
| Annual return | 9.88% | 29.01%-19.1pp | 28.82%-18.9pp | 551.28%-541.4pp |
| Employer contribution / active EE | $2,920 | $7,022-58.4% | $6,427-54.6% | $4,663-37.4% |
| Participant deferral / active EE | $6,097 | $9,807-37.8% | $9,132-33.2% | $6,691-8.9% |
| Admin fee / account holder | $806 | $16,382-95.1% | $13,914-94.2% | $13,402-94.0% |