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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 | $150,312 | $154,228-2.5% | $145,433+3.4% | $137,256+9.5% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.4pp | 80.0%-11.2pp |
| Annual return | 17.20% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,655 | $4,804-44.7% | $4,554-41.7% | $4,156-36.1% |
| Participant deferral / active EE | $6,902 | $8,216-16.0% | $7,897-12.6% | $6,407+7.7% |
| Admin fee / account holder | $1,364 | $14,344-90.5% | $13,129-89.6% | $12,270-88.9% |