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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 | $181,778 | $199,109-8.7% | $173,730+4.6% | $154,746+17.5% |
| Participation rate | 40.0% | 82.8%-42.8pp | 79.6%-39.6pp | 80.7%-40.7pp |
| Annual return | 37.71% | 20.02%+17.7pp | 19.96%+17.8pp | 172.34%-134.6pp |
| Employer contribution / active EE | $1,376 | $5,311-74.1% | $4,577-69.9% | $4,379-68.6% |
| Participant deferral / active EE | $6,859 | $7,113-3.6% | $6,326+8.4% | $6,730+1.9% |
| Admin fee / account holder | $14,967 | $20,916-28.4% | $17,523-14.6% | $14,365+4.2% |