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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 | $158,714 | $162,136-2.1% | $152,301+4.2% | $154,746+2.6% |
| Participation rate | 63.6% | 84.1%-20.5pp | 82.4%-18.8pp | 80.7%-17.1pp |
| Annual return | 19.57% | 91.02%-71.4pp | 80.50%-60.9pp | 172.34%-152.8pp |
| Employer contribution / active EE | $3,423 | $4,890-30.0% | $4,624-26.0% | $4,379-21.8% |
| Participant deferral / active EE | $9,220 | $8,341+10.5% | $8,004+15.2% | $6,730+37.0% |
| Admin fee / account holder | $14,073 | $15,759-10.7% | $14,398-2.3% | $14,365-2.0% |