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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 | $170,794 | $155,555+9.8% | $146,866+16.3% | $155,188+10.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 13.46% | 115.41%-102.0pp | 102.85%-89.4pp | 148.84%-135.4pp |
| Employer contribution / active EE | $1,943 | $4,647-58.2% | $4,425-56.1% | $4,248-54.3% |
| Participant deferral / active EE | $5,360 | $8,044-33.4% | $7,759-30.9% | $6,531-17.9% |
| Admin fee / account holder | $1,153 | $14,755-92.2% | $13,620-91.5% | $14,480-92.0% |