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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 | $149,946 | $156,398-4.1% | $147,318+1.8% | $138,895+8.0% |
| Participation rate | 61.1% | 83.8%-22.6pp | 82.1%-21.0pp | 79.9%-18.8pp |
| Annual return | 13.79% | 78.75%-65.0pp | 70.43%-56.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,998 | $4,853-58.8% | $4,593-56.5% | $4,194-52.4% |
| Participant deferral / active EE | $6,600 | $8,237-19.9% | $7,906-16.5% | $6,396+3.2% |
| Admin fee / account holder | $851 | $14,976-94.3% | $13,708-93.8% | $12,562-93.2% |