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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 | $171,895 | $172,111-0.1% | $150,298+14.4% | $137,256+25.2% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 15.42% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,574 | $4,636-66.0% | $4,154-62.1% | $4,156-62.1% |
| Participant deferral / active EE | $7,178 | $6,166+16.4% | $5,453+31.6% | $6,407+12.0% |
| Admin fee / account holder | $743 | $16,471-95.5% | $14,116-94.7% | $12,270-93.9% |