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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 | $156,651 | $185,312-15.5% | $161,489-3.0% | $154,746+1.2% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 18.40% | 103.84%-85.4pp | 89.72%-71.3pp | 172.34%-153.9pp |
| Employer contribution / active EE | $2,688 | $4,769-43.6% | $4,268-37.0% | $4,379-38.6% |
| Participant deferral / active EE | $13,352 | $6,350+110.3% | $5,630+137.2% | $6,730+98.4% |
| Admin fee / account holder | $585 | $18,654-96.9% | $16,006-96.3% | $14,365-95.9% |