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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 | $174,379-1.4% | $152,093+13.0% | $138,895+23.8% |
| Participation rate | 63.6% | 81.6%-18.0pp | 77.8%-14.1pp | 79.9%-16.3pp |
| Annual return | 15.42% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,574 | $4,652-66.2% | $4,175-62.3% | $4,194-62.5% |
| Participant deferral / active EE | $7,178 | $6,159+16.5% | $5,451+31.7% | $6,396+12.2% |
| Admin fee / account holder | $743 | $16,880-95.6% | $14,497-94.9% | $12,562-94.1% |