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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 | $175,996 | $185,312-5.0% | $161,489+9.0% | $154,746+13.7% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.7%-14.4pp | 80.7%-16.4pp |
| Annual return | 15.56% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,977 | $4,769-58.6% | $4,268-53.7% | $4,379-54.9% |
| Participant deferral / active EE | $7,006 | $6,350+10.3% | $5,630+24.4% | $6,730+4.1% |
| Admin fee / account holder | $971 | $18,654-94.8% | $16,006-93.9% | $14,365-93.2% |