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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 | $176,437 | $172,111+2.5% | $150,298+17.4% | $137,256+28.5% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 12.39% | 69.37%-57.0pp | 62.79%-50.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,319 | $4,636-71.5% | $4,154-68.2% | $4,156-68.3% |
| Participant deferral / active EE | $5,446 | $6,166-11.7% | $5,453-0.1% | $6,407-15.0% |
| Admin fee / account holder | $1,127 | $16,471-93.2% | $14,116-92.0% | $12,270-90.8% |