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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 | $152,388 | $154,228-1.2% | $145,433+4.8% | $137,256+11.0% |
| Participation rate | 46.7% | 83.8%-37.1pp | 82.1%-35.5pp | 80.0%-33.3pp |
| Annual return | 34.83% | 74.59%-39.8pp | 66.58%-31.7pp | 220.34%-185.5pp |
| Employer contribution / active EE | $1,664 | $4,804-65.4% | $4,554-63.5% | $4,156-60.0% |
| Participant deferral / active EE | $3,716 | $8,216-54.8% | $7,897-52.9% | $6,407-42.0% |
| Admin fee / account holder | $4,441 | $14,344-69.0% | $13,129-66.2% | $12,270-63.8% |