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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 | $169,985 | $172,111-1.2% | $150,298+13.1% | $137,256+23.8% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 18.00% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,846 | $4,636-60.2% | $4,154-55.6% | $4,156-55.6% |
| Participant deferral / active EE | $5,153 | $6,166-16.4% | $5,453-5.5% | $6,407-19.6% |
| Admin fee / account holder | $2,147 | $16,471-87.0% | $14,116-84.8% | $12,270-82.5% |