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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 | $151,022 | $156,398-3.4% | $147,318+2.5% | $138,895+8.7% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 14.74% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $2,353 | $4,853-51.5% | $4,593-48.8% | $4,194-43.9% |
| Participant deferral / active EE | $5,569 | $8,237-32.4% | $7,906-29.6% | $6,396-12.9% |
| Admin fee / account holder | $431 | $14,976-97.1% | $13,708-96.9% | $12,562-96.6% |