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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 | $157,591 | $162,136-2.8% | $152,301+3.5% | $154,746+1.8% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 18.32% | 91.02%-72.7pp | 80.50%-62.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,839 | $4,890-41.9% | $4,624-38.6% | $4,379-35.2% |
| Participant deferral / active EE | $9,976 | $8,341+19.6% | $8,004+24.6% | $6,730+48.2% |
| Admin fee / account holder | $1,471 | $15,759-90.7% | $14,398-89.8% | $14,365-89.8% |