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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 | $168,744 | $172,111-2.0% | $150,298+12.3% | $137,256+22.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 20.51% | 69.37%-48.9pp | 62.79%-42.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $3,896 | $4,636-16.0% | $4,154-6.2% | $4,156-6.3% |
| Participant deferral / active EE | $9,121 | $6,166+47.9% | $5,453+67.3% | $6,407+42.4% |
| Admin fee / account holder | $22,257 | $16,471+35.1% | $14,116+57.7% | $12,270+81.4% |