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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 | $162,136-6.0% | $152,301+0.1% | $154,746-1.5% |
| Participation rate | 46.7% | 84.1%-37.4pp | 82.4%-35.8pp | 80.7%-34.0pp |
| Annual return | 34.83% | 91.02%-56.2pp | 80.50%-45.7pp | 172.34%-137.5pp |
| Employer contribution / active EE | $1,664 | $4,890-66.0% | $4,624-64.0% | $4,379-62.0% |
| Participant deferral / active EE | $3,716 | $8,341-55.4% | $8,004-53.6% | $6,730-44.8% |
| Admin fee / account holder | $4,441 | $15,759-71.8% | $14,398-69.2% | $14,365-69.1% |