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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 | $226,660 | $228,352-0.7% | $185,835+22.0% | $158,966+42.6% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | 14.25% | 40.81%-26.6pp | 35.96%-21.7pp | 302.95%-288.7pp |
| Employer contribution / active EE | $1,181 | $4,967-76.2% | $4,087-71.1% | $4,762-75.2% |
| Participant deferral / active EE | $4,032 | $6,416-37.2% | $5,633-28.4% | $5,983-32.6% |
| Admin fee / account holder | $415 | $11,867-96.5% | $9,502-95.6% | $11,250-96.3% |