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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 | $167,333 | $162,785+2.8% | $133,959+24.9% | $158,950+5.3% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 14.45% | 41.94%-27.5pp | 45.09%-30.6pp | 302.91%-288.5pp |
| Employer contribution / active EE | $1,370 | $4,975-72.5% | $3,919-65.0% | $4,762-71.2% |
| Participant deferral / active EE | $3,914 | $5,910-33.8% | $5,047-22.5% | $5,983-34.6% |
| Admin fee / account holder | $1,016 | $11,738-91.3% | $8,928-88.6% | $11,248-91.0% |