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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 | $155,141 | $156,398-0.8% | $147,318+5.3% | $138,895+11.7% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 21.17% | 78.75%-57.6pp | 70.43%-49.3pp | 145.39%-124.2pp |
| Employer contribution / active EE | $1,275 | $4,853-73.7% | $4,593-72.2% | $4,194-69.6% |
| Participant deferral / active EE | $7,643 | $8,237-7.2% | $7,906-3.3% | $6,396+19.5% |
| Admin fee / account holder | $3,909 | $14,976-73.9% | $13,708-71.5% | $12,562-68.9% |