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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 | $155,596 | $165,381-5.9% | $149,730+3.9% | $158,966-2.1% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.3pp | 82.0%-12.7pp |
| Annual return | 16.67% | 348.29%-331.6pp | 276.70%-260.0pp | 302.95%-286.3pp |
| Employer contribution / active EE | $3,033 | $5,104-40.6% | $4,645-34.7% | $4,762-36.3% |
| Participant deferral / active EE | $5,761 | $7,182-19.8% | $6,843-15.8% | $5,983-3.7% |
| Admin fee / account holder | $635 | $10,809-94.1% | $9,310-93.2% | $11,250-94.4% |