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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 | $211,288-4.7% | $178,540+12.8% | $145,884+38.0% |
| Participation rate | 55.6% | 80.8%-25.3pp | 77.1%-21.6pp | 80.3%-24.7pp |
| Annual return | 14.09% | 30.27%-16.2pp | 27.15%-13.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,886 | $4,574-58.8% | $3,953-52.3% | $4,662-59.6% |
| Participant deferral / active EE | $4,468 | $6,967-35.9% | $6,281-28.9% | $6,690-33.2% |
| Admin fee / account holder | $2,115 | $12,105-82.5% | $10,424-79.7% | $13,392-84.2% |