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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 | $151,962 | $172,111-11.7% | $150,298+1.1% | $137,256+10.7% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 12.15% | 69.37%-57.2pp | 62.79%-50.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,885 | $4,636-59.4% | $4,154-54.6% | $4,156-54.7% |
| Participant deferral / active EE | $5,821 | $6,166-5.6% | $5,453+6.8% | $6,407-9.1% |
| Admin fee / account holder | $1,204 | $16,471-92.7% | $14,116-91.5% | $12,270-90.2% |