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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 | $183,227 | $176,786+3.6% | $146,643+24.9% | $167,536+9.4% |
| Participation rate | 22.2% | 83.6%-61.4pp | 80.1%-57.9pp | 82.1%-59.9pp |
| Annual return | 12.97% | 24.04%-11.1pp | 22.75%-9.8pp | 478.82%-465.8pp |
| Employer contribution / active EE | $3,548 | $5,161-31.3% | $4,137-14.2% | $4,839-26.7% |
| Participant deferral / active EE | $5,778 | $6,440-10.3% | $5,506+4.9% | $6,342-8.9% |
| Admin fee / account holder | $753 | $13,262-94.3% | $10,280-92.7% | $12,315-93.9% |