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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 | $173,292 | $178,174-2.7% | $156,181+11.0% | $137,256+26.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 16.91% | 84.19%-67.3pp | 64.87%-48.0pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,381 | $4,972-32.0% | $4,294-21.3% | $4,156-18.7% |
| Participant deferral / active EE | $13,682 | $6,888+98.6% | $6,132+123.1% | $6,407+113.6% |
| Admin fee / account holder | $10,697 | $17,404-38.5% | $14,586-26.7% | $12,270-12.8% |