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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 | $183,646 | $174,379+5.3% | $152,093+20.7% | $138,895+32.2% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 15.12% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,406 | $4,652-69.8% | $4,175-66.3% | $4,194-66.5% |
| Participant deferral / active EE | $3,913 | $6,159-36.5% | $5,451-28.2% | $6,396-38.8% |
| Admin fee / account holder | $10,784 | $16,880-36.1% | $14,497-25.6% | $12,562-14.2% |