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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 | $185,312-9.0% | $161,489+4.4% | $154,746+8.9% |
| Participation rate | 18.2% | 82.5%-64.3pp | 78.7%-60.5pp | 80.7%-62.5pp |
| Annual return | 14.22% | 103.84%-89.6pp | 89.72%-75.5pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,289 | $4,769-73.0% | $4,268-69.8% | $4,379-70.6% |
| Participant deferral / active EE | $4,273 | $6,350-32.7% | $5,630-24.1% | $6,730-36.5% |
| Admin fee / account holder | $1,609 | $18,654-91.4% | $16,006-90.0% | $14,365-88.8% |