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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 | $162,179 | $185,312-12.5% | $161,489+0.4% | $154,746+4.8% |
| Participation rate | 41.7% | 82.5%-40.8pp | 78.7%-37.0pp | 80.7%-39.0pp |
| Annual return | 18.92% | 103.84%-84.9pp | 89.72%-70.8pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,069 | $4,769-77.6% | $4,268-75.0% | $4,379-75.6% |
| Participant deferral / active EE | $5,185 | $6,350-18.3% | $5,630-7.9% | $6,730-23.0% |
| Admin fee / account holder | $675 | $18,654-96.4% | $16,006-95.8% | $14,365-95.3% |