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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 | $189,316 | $185,312+2.2% | $161,489+17.2% | $154,746+22.3% |
| Participation rate | 41.7% | 82.5%-40.8pp | 78.7%-37.0pp | 80.7%-39.0pp |
| Annual return | 17.28% | 103.84%-86.6pp | 89.72%-72.4pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,952 | $4,769-59.1% | $4,268-54.3% | $4,379-55.4% |
| Participant deferral / active EE | $5,458 | $6,350-14.0% | $5,630-3.0% | $6,730-18.9% |
| Admin fee / account holder | $576 | $18,654-96.9% | $16,006-96.4% | $14,365-96.0% |