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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 | $146,568 | $154,228-5.0% | $145,433+0.8% | $137,256+6.8% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 19.67% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,790 | $4,804-62.7% | $4,554-60.7% | $4,156-56.9% |
| Participant deferral / active EE | $11,089 | $8,216+35.0% | $7,897+40.4% | $6,407+73.1% |
| Admin fee / account holder | $1,287 | $14,344-91.0% | $13,129-90.2% | $12,270-89.5% |