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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 | $174,379+1.2% | $152,093+16.0% | $138,895+27.0% |
| Participation rate | 44.4% | 81.6%-37.2pp | 77.8%-33.3pp | 79.9%-35.5pp |
| Annual return | 12.39% | 74.86%-62.5pp | 66.36%-54.0pp | 145.39%-133.0pp |
| Employer contribution / active EE | $1,319 | $4,652-71.6% | $4,175-68.4% | $4,194-68.5% |
| Participant deferral / active EE | $5,446 | $6,159-11.6% | $5,451-0.1% | $6,396-14.9% |
| Admin fee / account holder | $1,127 | $16,880-93.3% | $14,497-92.2% | $12,562-91.0% |