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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 | $174,222 | $174,379-0.1% | $152,093+14.5% | $138,895+25.4% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 12.99% | 74.86%-61.9pp | 66.36%-53.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $2,276 | $4,652-51.1% | $4,175-45.5% | $4,194-45.7% |
| Participant deferral / active EE | $10,052 | $6,159+63.2% | $5,451+84.4% | $6,396+57.2% |
| Admin fee / account holder | $1,718 | $16,880-89.8% | $14,497-88.2% | $12,562-86.3% |