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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 | $172,111-9.0% | $150,298+4.2% | $137,256+14.1% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 18.40% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,688 | $4,636-42.0% | $4,154-35.3% | $4,156-35.3% |
| Participant deferral / active EE | $13,352 | $6,166+116.5% | $5,453+144.9% | $6,407+108.4% |
| Admin fee / account holder | $585 | $16,471-96.4% | $14,116-95.9% | $12,270-95.2% |