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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 | $142,787 | $156,398-8.7% | $147,318-3.1% | $138,895+2.8% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 22.10% | 78.75%-56.6pp | 70.43%-48.3pp | 145.39%-123.3pp |
| Employer contribution / active EE | $1,960 | $4,853-59.6% | $4,593-57.3% | $4,194-53.3% |
| Participant deferral / active EE | $7,407 | $8,237-10.1% | $7,906-6.3% | $6,396+15.8% |
| Admin fee / account holder | $669 | $14,976-95.5% | $13,708-95.1% | $12,562-94.7% |