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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 | $168,966 | $182,442-7.4% | $163,379+3.4% | $138,895+21.6% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.8%-36.8pp | 79.9%-39.9pp |
| Annual return | 17.26% | 72.74%-55.5pp | 63.41%-46.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $5,172 | $4,159+24.3% | $3,752+37.8% | $4,194+23.3% |
| Participant deferral / active EE | $6,516 | $6,817-4.4% | $6,282+3.7% | $6,396+1.9% |
| Admin fee / account holder | $631 | $10,396-93.9% | $9,818-93.6% | $12,562-95.0% |