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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 | $172,111-0.3% | $150,298+14.2% | $137,256+25.0% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 30.64% | 69.37%-38.7pp | 62.79%-32.1pp | 220.34%-189.7pp |
| Employer contribution / active EE | $1,727 | $4,636-62.8% | $4,154-58.4% | $4,156-58.5% |
| Participant deferral / active EE | $3,106 | $6,166-49.6% | $5,453-43.0% | $6,407-51.5% |
| Admin fee / account holder | $2,082 | $16,471-87.4% | $14,116-85.3% | $12,270-83.0% |