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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 | $160,948 | $185,312-13.1% | $161,489-0.3% | $154,746+4.0% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 12.03% | 103.84%-91.8pp | 89.72%-77.7pp | 172.34%-160.3pp |
| Employer contribution / active EE | $2,329 | $4,769-51.2% | $4,268-45.4% | $4,379-46.8% |
| Participant deferral / active EE | $8,615 | $6,350+35.7% | $5,630+53.0% | $6,730+28.0% |
| Admin fee / account holder | $7,595 | $18,654-59.3% | $16,006-52.5% | $14,365-47.1% |