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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 | $223,823-25.5% | $211,142-21.0% | $154,746+7.8% |
| Participation rate | 42.9% | 87.9%-45.0pp | 87.3%-44.4pp | 80.7%-37.8pp |
| Annual return | 18.46% | 50.39%-31.9pp | 46.84%-28.4pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,706 | $6,787-74.9% | $6,442-73.5% | $4,379-61.0% |
| Participant deferral / active EE | $8,740 | $9,750-10.4% | $9,284-5.9% | $6,730+29.9% |
| Admin fee / account holder | $743 | $19,707-96.2% | $19,076-96.1% | $14,365-94.8% |