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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 | $140,176 | $174,379-19.6% | $152,093-7.8% | $138,895+0.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 16.43% | 74.86%-58.4pp | 66.36%-49.9pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,670 | $4,652-64.1% | $4,175-60.0% | $4,194-60.2% |
| Participant deferral / active EE | $3,345 | $6,159-45.7% | $5,451-38.6% | $6,396-47.7% |
| Admin fee / account holder | $522 | $16,880-96.9% | $14,497-96.4% | $12,562-95.8% |