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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 | $158,205 | $162,136-2.4% | $152,301+3.9% | $154,746+2.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 18.19% | 91.02%-72.8pp | 80.50%-62.3pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,416 | $4,890-71.1% | $4,624-69.4% | $4,379-67.7% |
| Participant deferral / active EE | $8,372 | $8,341+0.4% | $8,004+4.6% | $6,730+24.4% |
| Admin fee / account holder | $696 | $15,759-95.6% | $14,398-95.2% | $14,365-95.2% |