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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 | $162,136-5.3% | $152,301+0.8% | $154,746-0.8% |
| Participation rate | 54.5% | 84.1%-29.6pp | 82.4%-27.9pp | 80.7%-26.2pp |
| Annual return | 14.62% | 91.02%-76.4pp | 80.50%-65.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $2,257 | $4,890-53.9% | $4,624-51.2% | $4,379-48.5% |
| Participant deferral / active EE | $8,741 | $8,341+4.8% | $8,004+9.2% | $6,730+29.9% |
| Admin fee / account holder | $3,296 | $15,759-79.1% | $14,398-77.1% | $14,365-77.1% |