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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 | $170,762 | $174,379-2.1% | $152,093+12.3% | $138,895+22.9% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 19.62% | 74.86%-55.2pp | 66.36%-46.7pp | 145.39%-125.8pp |
| Employer contribution / active EE | $1,326 | $4,652-71.5% | $4,175-68.2% | $4,194-68.4% |
| Participant deferral / active EE | $5,967 | $6,159-3.1% | $5,451+9.5% | $6,396-6.7% |
| Admin fee / account holder | $630 | $16,880-96.3% | $14,497-95.7% | $12,562-95.0% |