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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 | $168,553 | $172,111-2.1% | $150,298+12.1% | $137,256+22.8% |
| Participation rate | 18.2% | 81.7%-63.5pp | 77.8%-59.6pp | 80.0%-61.8pp |
| Annual return | 14.22% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,289 | $4,636-72.2% | $4,154-69.0% | $4,156-69.0% |
| Participant deferral / active EE | $4,273 | $6,166-30.7% | $5,453-21.6% | $6,407-33.3% |
| Admin fee / account holder | $1,609 | $16,471-90.2% | $14,116-88.6% | $12,270-86.9% |