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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 | $159,430 | $183,627-13.2% | $155,602+2.5% | $145,978+9.2% |
| Participation rate | 68.4% | 82.7%-14.3pp | 78.2%-9.8pp | 80.3%-11.9pp |
| Annual return | 17.00% | 61.32%-44.3pp | 64.81%-47.8pp | 550.52%-533.5pp |
| Employer contribution / active EE | $2,108 | $5,316-60.4% | $4,675-54.9% | $4,662-54.8% |
| Participant deferral / active EE | $5,367 | $6,466-17.0% | $5,629-4.6% | $6,690-19.8% |
| Admin fee / account holder | $2,120 | $19,327-89.0% | $15,923-86.7% | $13,400-84.2% |