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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 | $151,029 | $154,228-2.1% | $145,433+3.8% | $137,256+10.0% |
| Participation rate | 46.2% | 83.8%-37.6pp | 82.1%-36.0pp | 80.0%-33.8pp |
| Annual return | 17.05% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,780 | $4,804-62.9% | $4,554-60.9% | $4,156-57.2% |
| Participant deferral / active EE | $9,379 | $8,216+14.2% | $7,897+18.8% | $6,407+46.4% |
| Admin fee / account holder | $4,236 | $14,344-70.5% | $13,129-67.7% | $12,270-65.5% |