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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 | $169,135 | $165,381+2.3% | $149,730+13.0% | $158,966+6.4% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 19.88% | 348.29%-328.4pp | 276.70%-256.8pp | 302.95%-283.1pp |
| Employer contribution / active EE | $1,897 | $5,104-62.8% | $4,645-59.2% | $4,762-60.2% |
| Participant deferral / active EE | $4,286 | $7,182-40.3% | $6,843-37.4% | $5,983-28.4% |
| Admin fee / account holder | $482 | $10,809-95.5% | $9,310-94.8% | $11,250-95.7% |