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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 | $146,804 | $154,228-4.8% | $145,433+0.9% | $137,256+7.0% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 80.0%-42.5pp |
| Annual return | 19.88% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,107 | $4,804-56.2% | $4,554-53.7% | $4,156-49.3% |
| Participant deferral / active EE | $5,935 | $8,216-27.8% | $7,897-24.9% | $6,407-7.4% |
| Admin fee / account holder | $4,487 | $14,344-68.7% | $13,129-65.8% | $12,270-63.4% |