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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 | $154,587 | $156,398-1.2% | $147,318+4.9% | $138,895+11.3% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.5pp | 79.9%-24.4pp |
| Annual return | 18.34% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $4,354 | $4,853-10.3% | $4,593-5.2% | $4,194+3.8% |
| Participant deferral / active EE | $4,608 | $8,237-44.1% | $7,906-41.7% | $6,396-28.0% |
| Admin fee / account holder | $2,948 | $14,976-80.3% | $13,708-78.5% | $12,562-76.5% |