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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 | $162,777 | $154,228+5.5% | $145,433+11.9% | $137,256+18.6% |
| Participation rate | 27.8% | 83.8%-56.0pp | 82.1%-54.3pp | 80.0%-52.2pp |
| Annual return | 13.63% | 74.59%-61.0pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,065 | $4,804-77.8% | $4,554-76.6% | $4,156-74.4% |
| Participant deferral / active EE | $2,664 | $8,216-67.6% | $7,897-66.3% | $6,407-58.4% |
| Admin fee / account holder | $7,887 | $14,344-45.0% | $13,129-39.9% | $12,270-35.7% |