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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 | $153,486 | $154,228-0.5% | $145,433+5.5% | $137,256+11.8% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 14.62% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,257 | $4,804-53.0% | $4,554-50.4% | $4,156-45.7% |
| Participant deferral / active EE | $8,741 | $8,216+6.4% | $7,897+10.7% | $6,407+36.4% |
| Admin fee / account holder | $3,296 | $14,344-77.0% | $13,129-74.9% | $12,270-73.1% |