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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 | $149,042 | $154,228-3.4% | $145,433+2.5% | $137,256+8.6% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 13.91% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,180 | $4,804-75.4% | $4,554-74.1% | $4,156-71.6% |
| Participant deferral / active EE | $4,857 | $8,216-40.9% | $7,897-38.5% | $6,407-24.2% |
| Admin fee / account holder | $4,060 | $14,344-71.7% | $13,129-69.1% | $12,270-66.9% |