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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 | $185,312-12.0% | $161,489+1.0% | $154,746+5.4% |
| Participation rate | 58.3% | 82.5%-24.1pp | 78.7%-20.4pp | 80.7%-22.4pp |
| Annual return | 13.96% | 103.84%-89.9pp | 89.72%-75.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $2,137 | $4,769-55.2% | $4,268-49.9% | $4,379-51.2% |
| Participant deferral / active EE | $3,743 | $6,350-41.0% | $5,630-33.5% | $6,730-44.4% |
| Admin fee / account holder | $4,419 | $18,654-76.3% | $16,006-72.4% | $14,365-69.2% |