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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 | $148,718 | $154,228-3.6% | $145,433+2.3% | $137,256+8.4% |
| Participation rate | 61.5% | 83.8%-22.3pp | 82.1%-20.6pp | 80.0%-18.4pp |
| Annual return | 14.46% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,276 | $4,804-52.6% | $4,554-50.0% | $4,156-45.2% |
| Participant deferral / active EE | $8,366 | $8,216+1.8% | $7,897+5.9% | $6,407+30.6% |
| Admin fee / account holder | $1,140 | $14,344-92.1% | $13,129-91.3% | $12,270-90.7% |