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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 | $170,201 | $212,386-19.9% | $199,883-14.9% | $138,895+22.5% |
| Participation rate | 58.3% | 87.4%-29.0pp | 86.8%-28.4pp | 79.9%-21.6pp |
| Annual return | 17.55% | 47.75%-30.2pp | 43.81%-26.3pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,840 | $6,625-72.2% | $6,261-70.6% | $4,194-56.1% |
| Participant deferral / active EE | $6,475 | $9,617-32.7% | $9,138-29.1% | $6,396+1.2% |
| Admin fee / account holder | $1,545 | $18,233-91.5% | $17,268-91.1% | $12,562-87.7% |