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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 | $167,502 | $172,111-2.7% | $150,298+11.4% | $137,256+22.0% |
| Participation rate | 61.5% | 81.7%-20.2pp | 77.8%-16.2pp | 80.0%-18.4pp |
| Annual return | 11.94% | 69.37%-57.4pp | 62.79%-50.8pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,139 | $4,636-53.9% | $4,154-48.5% | $4,156-48.5% |
| Participant deferral / active EE | $7,702 | $6,166+24.9% | $5,453+41.3% | $6,407+20.2% |
| Admin fee / account holder | $25,262 | $16,471+53.4% | $14,116+79.0% | $12,270+105.9% |