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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 | $164,470 | $178,174-7.7% | $156,181+5.3% | $137,256+19.8% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 18.03% | 84.19%-66.2pp | 64.87%-46.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,077 | $4,972-58.2% | $4,294-51.6% | $4,156-50.0% |
| Participant deferral / active EE | $5,138 | $6,888-25.4% | $6,132-16.2% | $6,407-19.8% |
| Admin fee / account holder | $3,892 | $17,404-77.6% | $14,586-73.3% | $12,270-68.3% |