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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 | $169,607 | $209,336-19.0% | $197,124-14.0% | $137,256+23.6% |
| Participation rate | 68.8% | 87.3%-18.6pp | 86.7%-18.0pp | 80.0%-11.2pp |
| Annual return | 14.33% | 48.09%-33.8pp | 44.34%-30.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,715 | $6,591-74.0% | $6,227-72.5% | $4,156-58.7% |
| Participant deferral / active EE | $6,145 | $9,614-36.1% | $9,135-32.7% | $6,407-4.1% |
| Admin fee / account holder | $2,130 | $17,308-87.7% | $16,298-86.9% | $12,270-82.6% |