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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 | $163,136 | $172,111-5.2% | $150,298+8.5% | $137,256+18.9% |
| Participation rate | 58.3% | 81.7%-23.4pp | 77.8%-19.4pp | 80.0%-21.6pp |
| Annual return | 13.96% | 69.37%-55.4pp | 62.79%-48.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,137 | $4,636-53.9% | $4,154-48.6% | $4,156-48.6% |
| Participant deferral / active EE | $3,743 | $6,166-39.3% | $5,453-31.4% | $6,407-41.6% |
| Admin fee / account holder | $4,419 | $16,471-73.2% | $14,116-68.7% | $12,270-64.0% |