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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 | $167,973 | $182,442-7.9% | $163,379+2.8% | $138,895+20.9% |
| Participation rate | 59.1% | 79.8%-20.7pp | 76.8%-17.7pp | 79.9%-20.8pp |
| Annual return | 15.69% | 72.74%-57.0pp | 63.41%-47.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $4,136 | $4,159-0.6% | $3,752+10.2% | $4,194-1.4% |
| Participant deferral / active EE | $8,057 | $6,817+18.2% | $6,282+28.3% | $6,396+26.0% |
| Admin fee / account holder | $678 | $10,396-93.5% | $9,818-93.1% | $12,562-94.6% |