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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 | $209,336-18.7% | $197,124-13.7% | $137,256+24.0% |
| Participation rate | 58.3% | 87.3%-29.0pp | 86.7%-28.4pp | 80.0%-21.6pp |
| Annual return | 17.55% | 48.09%-30.5pp | 44.34%-26.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,840 | $6,591-72.1% | $6,227-70.5% | $4,156-55.7% |
| Participant deferral / active EE | $6,475 | $9,614-32.7% | $9,135-29.1% | $6,407+1.1% |
| Admin fee / account holder | $1,545 | $17,308-91.1% | $16,298-90.5% | $12,270-87.4% |