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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 | $179,561 | $172,111+4.3% | $150,298+19.5% | $137,256+30.8% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 17.24% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $923 | $4,636-80.1% | $4,154-77.8% | $4,156-77.8% |
| Participant deferral / active EE | $4,971 | $6,166-19.4% | $5,453-8.8% | $6,407-22.4% |
| Admin fee / account holder | $31,379 | $16,471+90.5% | $14,116+122.3% | $12,270+155.7% |