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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 | $167,821 | $182,442-8.0% | $163,379+2.7% | $138,895+20.8% |
| Participation rate | 41.7% | 79.8%-38.1pp | 76.8%-35.2pp | 79.9%-38.3pp |
| Annual return | 12.72% | 72.74%-60.0pp | 63.41%-50.7pp | 145.39%-132.7pp |
| Employer contribution / active EE | $978 | $4,159-76.5% | $3,752-73.9% | $4,194-76.7% |
| Participant deferral / active EE | $1,444 | $6,817-78.8% | $6,282-77.0% | $6,396-77.4% |
| Admin fee / account holder | $3,773 | $10,396-63.7% | $9,818-61.6% | $12,562-70.0% |