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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 | $159,127 | $162,136-1.9% | $152,301+4.5% | $154,746+2.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 14.88% | 91.02%-76.1pp | 80.50%-65.6pp | 172.34%-157.5pp |
| Employer contribution / active EE | $4,309 | $4,890-11.9% | $4,624-6.8% | $4,379-1.6% |
| Participant deferral / active EE | $8,367 | $8,341+0.3% | $8,004+4.5% | $6,730+24.3% |
| Admin fee / account holder | $24,858 | $15,759+57.7% | $14,398+72.7% | $14,365+73.0% |