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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 | $174,166 | $185,312-6.0% | $161,489+7.9% | $154,746+12.5% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 16.79% | 103.84%-87.1pp | 89.72%-72.9pp | 172.34%-155.5pp |
| Employer contribution / active EE | $2,550 | $4,769-46.5% | $4,268-40.3% | $4,379-41.8% |
| Participant deferral / active EE | $5,701 | $6,350-10.2% | $5,630+1.3% | $6,730-15.3% |
| Admin fee / account holder | $24,795 | $18,654+32.9% | $16,006+54.9% | $14,365+72.6% |