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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 | $155,757 | $162,821-4.3% | $133,978+16.3% | $158,982-2.0% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 13.11% | 41.95%-28.8pp | 45.10%-32.0pp | 302.99%-289.9pp |
| Employer contribution / active EE | $7,612 | $4,976+53.0% | $3,919+94.2% | $4,763+59.8% |
| Participant deferral / active EE | $16,025 | $5,910+171.1% | $5,047+217.5% | $5,983+167.8% |
| Admin fee / account holder | $797 | $11,742-93.2% | $8,930-91.1% | $11,252-92.9% |