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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 | $162,162 | $185,312-12.5% | $161,489+0.4% | $154,746+4.8% |
| Participation rate | 64.7% | 82.5%-17.8pp | 78.7%-14.0pp | 80.7%-16.0pp |
| Annual return | 15.03% | 103.84%-88.8pp | 89.72%-74.7pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,891 | $4,769-60.3% | $4,268-55.7% | $4,379-56.8% |
| Participant deferral / active EE | $5,164 | $6,350-18.7% | $5,630-8.3% | $6,730-23.3% |
| Admin fee / account holder | $21,651 | $18,654+16.1% | $16,006+35.3% | $14,365+50.7% |