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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 | $155,068 | $178,174-13.0% | $156,181-0.7% | $137,256+13.0% |
| Participation rate | 38.5% | 82.0%-43.6pp | 78.8%-40.4pp | 80.0%-41.5pp |
| Annual return | 15.38% | 84.19%-68.8pp | 64.87%-49.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,136 | $4,972-57.0% | $4,294-50.3% | $4,156-48.6% |
| Participant deferral / active EE | $4,252 | $6,888-38.3% | $6,132-30.7% | $6,407-33.6% |
| Admin fee / account holder | $3,217 | $17,404-81.5% | $14,586-77.9% | $12,270-73.8% |