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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 | $166,995 | $182,442-8.5% | $163,379+2.2% | $138,895+20.2% |
| Participation rate | 36.4% | 79.8%-43.4pp | 76.8%-40.5pp | 79.9%-43.6pp |
| Annual return | 16.17% | 72.74%-56.6pp | 63.41%-47.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $769 | $4,159-81.5% | $3,752-79.5% | $4,194-81.7% |
| Participant deferral / active EE | $2,424 | $6,817-64.4% | $6,282-61.4% | $6,396-62.1% |
| Admin fee / account holder | $4,705 | $10,396-54.7% | $9,818-52.1% | $12,562-62.5% |