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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 | $182,945 | $182,442+0.3% | $163,379+12.0% | $138,895+31.7% |
| Participation rate | 56.3% | 79.8%-23.5pp | 76.8%-20.6pp | 79.9%-23.7pp |
| Annual return | 12.34% | 72.74%-60.4pp | 63.41%-51.1pp | 145.39%-133.1pp |
| Employer contribution / active EE | $983 | $4,159-76.4% | $3,752-73.8% | $4,194-76.6% |
| Participant deferral / active EE | $2,492 | $6,817-63.5% | $6,282-60.3% | $6,396-61.0% |
| Admin fee / account holder | $994 | $10,396-90.4% | $9,818-89.9% | $12,562-92.1% |