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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 | $149,267 | $185,312-19.5% | $161,489-7.6% | $154,746-3.5% |
| Participation rate | 61.5% | 82.5%-20.9pp | 78.7%-17.2pp | 80.7%-19.2pp |
| Annual return | 17.39% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,171 | $4,769-75.5% | $4,268-72.6% | $4,379-73.3% |
| Participant deferral / active EE | $8,408 | $6,350+32.4% | $5,630+49.3% | $6,730+24.9% |
| Admin fee / account holder | $2,243 | $18,654-88.0% | $16,006-86.0% | $14,365-84.4% |