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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 | $185,312-4.8% | $161,489+9.3% | $154,746+14.0% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.7%-34.3pp | 80.7%-36.3pp |
| Annual return | 12.39% | 103.84%-91.4pp | 89.72%-77.3pp | 172.34%-159.9pp |
| Employer contribution / active EE | $1,319 | $4,769-72.3% | $4,268-69.1% | $4,379-69.9% |
| Participant deferral / active EE | $5,446 | $6,350-14.2% | $5,630-3.3% | $6,730-19.1% |
| Admin fee / account holder | $1,127 | $18,654-94.0% | $16,006-93.0% | $14,365-92.2% |