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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 | $173,329 | $174,379-0.6% | $152,093+14.0% | $138,895+24.8% |
| Participation rate | 47.4% | 81.6%-34.3pp | 77.8%-30.4pp | 79.9%-32.6pp |
| Annual return | 13.60% | 74.86%-61.3pp | 66.36%-52.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,708 | $4,652-63.3% | $4,175-59.1% | $4,194-59.3% |
| Participant deferral / active EE | $5,645 | $6,159-8.3% | $5,451+3.5% | $6,396-11.7% |
| Admin fee / account holder | $5,474 | $16,880-67.6% | $14,497-62.2% | $12,562-56.4% |