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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 | $158,898 | $172,111-7.7% | $150,298+5.7% | $137,256+15.8% |
| Participation rate | 58.8% | 81.7%-22.9pp | 77.8%-18.9pp | 80.0%-21.1pp |
| Annual return | 19.08% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,029 | $4,636-56.2% | $4,154-51.1% | $4,156-51.2% |
| Participant deferral / active EE | $6,596 | $6,166+7.0% | $5,453+21.0% | $6,407+3.0% |
| Admin fee / account holder | $998 | $16,471-93.9% | $14,116-92.9% | $12,270-91.9% |