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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 | $145,442 | $154,228-5.7% | $145,4330% | $137,256+6.0% |
| Participation rate | 57.9% | 83.8%-25.9pp | 82.1%-24.2pp | 80.0%-22.1pp |
| Annual return | 13.66% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,694 | $4,804-43.9% | $4,554-40.9% | $4,156-35.2% |
| Participant deferral / active EE | $5,482 | $8,216-33.3% | $7,897-30.6% | $6,407-14.4% |
| Admin fee / account holder | $6,777 | $14,344-52.8% | $13,129-48.4% | $12,270-44.8% |