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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 | $181,062-17.6% | $158,223-5.7% | $155,188-3.8% |
| Participation rate | 61.5% | 82.7%-21.1pp | 79.2%-17.7pp | 80.8%-19.3pp |
| Annual return | 17.39% | 57.39%-40.0pp | 52.09%-34.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $1,171 | $4,565-74.4% | $4,109-71.5% | $4,248-72.4% |
| Participant deferral / active EE | $8,408 | $6,134+37.1% | $5,467+53.8% | $6,531+28.7% |
| Admin fee / account holder | $2,243 | $18,825-88.1% | $16,047-86.0% | $14,480-84.5% |