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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 | $162,146 | $172,111-5.8% | $150,298+7.9% | $137,256+18.1% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 14.53% | 69.37%-54.8pp | 62.79%-48.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,535 | $4,636-66.9% | $4,154-63.0% | $4,156-63.1% |
| Participant deferral / active EE | $3,775 | $6,166-38.8% | $5,453-30.8% | $6,407-41.1% |
| Admin fee / account holder | $2,924 | $16,471-82.2% | $14,116-79.3% | $12,270-76.2% |