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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 | $175,682 | $178,174-1.4% | $156,181+12.5% | $137,256+28.0% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.8%-13.8pp | 80.0%-15.0pp |
| Annual return | 17.60% | 84.19%-66.6pp | 64.87%-47.3pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,964 | $4,972-60.5% | $4,294-54.3% | $4,156-52.7% |
| Participant deferral / active EE | $4,923 | $6,888-28.5% | $6,132-19.7% | $6,407-23.2% |
| Admin fee / account holder | $3,092 | $17,404-82.2% | $14,586-78.8% | $12,270-74.8% |