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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 | $166,805 | $178,174-6.4% | $156,181+6.8% | $137,256+21.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 20.34% | 84.19%-63.9pp | 64.87%-44.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $3,380 | $4,972-32.0% | $4,294-21.3% | $4,156-18.7% |
| Participant deferral / active EE | $8,630 | $6,888+25.3% | $6,132+40.7% | $6,407+34.7% |
| Admin fee / account holder | $591 | $17,404-96.6% | $14,586-95.9% | $12,270-95.2% |