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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 | $158,937 | $182,442-12.9% | $163,379-2.7% | $138,895+14.4% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.8%-16.8pp | 79.9%-19.9pp |
| Annual return | 19.70% | 72.74%-53.0pp | 63.41%-43.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $2,021 | $4,159-51.4% | $3,752-46.1% | $4,194-51.8% |
| Participant deferral / active EE | $14,800 | $6,817+117.1% | $6,282+135.6% | $6,396+131.4% |
| Admin fee / account holder | $9,153 | $10,396-11.9% | $9,818-6.8% | $12,562-27.1% |