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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 | $156,292 | $139,948+11.7% | $121,663+28.5% | $154,746+1.0% |
| Participation rate | 45.8% | 78.0%-32.2pp | 74.5%-28.7pp | 80.7%-34.9pp |
| Annual return | 17.26% | 230.52%-213.3pp | 147.54%-130.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $894 | $3,521-74.6% | $3,020-70.4% | $4,379-79.6% |
| Participant deferral / active EE | $4,760 | $5,629-15.4% | $4,887-2.6% | $6,730-29.3% |
| Admin fee / account holder | $981 | $17,321-94.3% | $14,289-93.1% | $14,365-93.2% |