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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 | $158,526 | $172,111-7.9% | $150,298+5.5% | $137,256+15.5% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 21.10% | 69.37%-48.3pp | 62.79%-41.7pp | 220.34%-199.2pp |
| Employer contribution / active EE | $3,000 | $4,636-35.3% | $4,154-27.8% | $4,156-27.8% |
| Participant deferral / active EE | $8,242 | $6,166+33.7% | $5,453+51.1% | $6,407+28.6% |
| Admin fee / account holder | $555 | $16,471-96.6% | $14,116-96.1% | $12,270-95.5% |