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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 | $166,885 | $172,111-3.0% | $150,298+11.0% | $137,256+21.6% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 14.07% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,848 | $4,636-60.1% | $4,154-55.5% | $4,156-55.5% |
| Participant deferral / active EE | $7,448 | $6,166+20.8% | $5,453+36.6% | $6,407+16.2% |
| Admin fee / account holder | $4,250 | $16,471-74.2% | $14,116-69.9% | $12,270-65.4% |