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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 | $171,568 | $174,379-1.6% | $152,093+12.8% | $138,895+23.5% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 30.64% | 74.86%-44.2pp | 66.36%-35.7pp | 145.39%-114.8pp |
| Employer contribution / active EE | $1,727 | $4,652-62.9% | $4,175-58.6% | $4,194-58.8% |
| Participant deferral / active EE | $3,106 | $6,159-49.6% | $5,451-43.0% | $6,396-51.4% |
| Admin fee / account holder | $2,082 | $16,880-87.7% | $14,497-85.6% | $12,562-83.4% |