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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 | $172,106 | $174,379-1.3% | $152,093+13.2% | $138,895+23.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 24.93% | 74.86%-49.9pp | 66.36%-41.4pp | 145.39%-120.5pp |
| Employer contribution / active EE | $1,066 | $4,652-77.1% | $4,175-74.5% | $4,194-74.6% |
| Participant deferral / active EE | $4,486 | $6,159-27.2% | $5,451-17.7% | $6,396-29.9% |
| Admin fee / account holder | $371 | $16,880-97.8% | $14,497-97.4% | $12,562-97.0% |