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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 | $162,130 | $172,111-5.8% | $150,298+7.9% | $137,256+18.1% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 16.05% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,582 | $4,636-65.9% | $4,154-61.9% | $4,156-61.9% |
| Participant deferral / active EE | $7,899 | $6,166+28.1% | $5,453+44.9% | $6,407+23.3% |
| Admin fee / account holder | $5,701 | $16,471-65.4% | $14,116-59.6% | $12,270-53.5% |