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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 | $166,793 | $209,336-20.3% | $197,124-15.4% | $137,256+21.5% |
| Participation rate | 42.9% | 87.3%-44.4pp | 86.7%-43.9pp | 80.0%-37.1pp |
| Annual return | 18.46% | 48.09%-29.6pp | 44.34%-25.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,706 | $6,591-74.1% | $6,227-72.6% | $4,156-59.0% |
| Participant deferral / active EE | $8,740 | $9,614-9.1% | $9,135-4.3% | $6,407+36.4% |
| Admin fee / account holder | $743 | $17,308-95.7% | $16,298-95.4% | $12,270-93.9% |