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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 | $155,401 | $183,516-15.3% | $155,534-0.1% | $145,884+6.5% |
| Participation rate | 61.5% | 82.7%-21.2pp | 78.2%-16.7pp | 80.3%-18.8pp |
| Annual return | 15.37% | 61.43%-46.1pp | 64.92%-49.5pp | 551.85%-536.5pp |
| Employer contribution / active EE | $3,595 | $5,315-32.4% | $4,675-23.1% | $4,662-22.9% |
| Participant deferral / active EE | $8,857 | $6,467+37.0% | $5,630+57.3% | $6,690+32.4% |
| Admin fee / account holder | $5,577 | $19,293-71.1% | $15,900-64.9% | $13,392-58.4% |