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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 | $149,734 | $156,398-4.3% | $147,318+1.6% | $138,895+7.8% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 20.06% | 78.75%-58.7pp | 70.43%-50.4pp | 145.39%-125.3pp |
| Employer contribution / active EE | $3,078 | $4,853-36.6% | $4,593-33.0% | $4,194-26.6% |
| Participant deferral / active EE | $8,795 | $8,237+6.8% | $7,906+11.2% | $6,396+37.5% |
| Admin fee / account holder | $2,254 | $14,976-84.9% | $13,708-83.6% | $12,562-82.1% |