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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 | $158,004 | $223,823-29.4% | $211,142-25.2% | $154,746+2.1% |
| Participation rate | 62.5% | 87.9%-25.4pp | 87.3%-24.8pp | 80.7%-18.2pp |
| Annual return | 13.27% | 50.39%-37.1pp | 46.84%-33.6pp | 172.34%-159.1pp |
| Employer contribution / active EE | $5,003 | $6,787-26.3% | $6,442-22.3% | $4,379+14.2% |
| Participant deferral / active EE | $14,029 | $9,750+43.9% | $9,284+51.1% | $6,730+108.4% |
| Admin fee / account holder | $679 | $19,707-96.6% | $19,076-96.4% | $14,365-95.3% |