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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 | $163,936 | $174,379-6.0% | $152,093+7.8% | $138,895+18.0% |
| Participation rate | 53.3% | 81.6%-28.3pp | 77.8%-24.4pp | 79.9%-26.6pp |
| Annual return | 16.16% | 74.86%-58.7pp | 66.36%-50.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,837 | $4,652-60.5% | $4,175-56.0% | $4,194-56.2% |
| Participant deferral / active EE | $3,491 | $6,159-43.3% | $5,451-36.0% | $6,396-45.4% |
| Admin fee / account holder | $456 | $16,880-97.3% | $14,497-96.9% | $12,562-96.4% |