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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 | $160,880 | $155,555+3.4% | $146,866+9.5% | $155,188+3.7% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.5%-42.5pp | 80.8%-40.8pp |
| Annual return | 11.62% | 115.41%-103.8pp | 102.85%-91.2pp | 148.84%-137.2pp |
| Employer contribution / active EE | $2,687 | $4,647-42.2% | $4,425-39.3% | $4,248-36.7% |
| Participant deferral / active EE | $3,216 | $8,044-60.0% | $7,759-58.6% | $6,531-50.8% |
| Admin fee / account holder | $12,850 | $14,755-12.9% | $13,620-5.7% | $14,480-11.3% |