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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 | $188,029 | $167,415+12.3% | $140,514+33.8% | $198,609-5.3% |
| Participation rate | 65.0% | 80.9%-15.9pp | 77.8%-12.8pp | 82.4%-17.4pp |
| Annual return | 9.63% | 13.85%-4.2pp | 14.36%-4.7pp | 202.70%-193.1pp |
| Employer contribution / active EE | $1,367 | $4,088-66.6% | $3,378-59.5% | $5,055-73.0% |
| Participant deferral / active EE | $5,469 | $5,579-2.0% | $4,919+11.2% | $6,977-21.6% |
| Admin fee / account holder | $23,282 | $16,730+39.2% | $13,697+70.0% | $19,030+22.3% |