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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 | $201,347 | $211,105-4.6% | $178,449+12.8% | $145,978+37.9% |
| Participation rate | 55.6% | 80.8%-25.2pp | 77.1%-21.5pp | 80.3%-24.7pp |
| Annual return | 14.09% | 30.19%-16.1pp | 27.09%-13.0pp | 550.52%-536.4pp |
| Employer contribution / active EE | $1,886 | $4,569-58.7% | $3,951-52.3% | $4,662-59.5% |
| Participant deferral / active EE | $4,468 | $6,959-35.8% | $6,277-28.8% | $6,690-33.2% |
| Admin fee / account holder | $2,115 | $12,017-82.4% | $10,362-79.6% | $13,400-84.2% |