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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 | $148,997 | $154,228-3.4% | $145,433+2.5% | $137,256+8.6% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 20.16% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,730 | $4,804-22.4% | $4,554-18.1% | $4,156-10.3% |
| Participant deferral / active EE | $11,090 | $8,216+35.0% | $7,897+40.4% | $6,407+73.1% |
| Admin fee / account holder | $743 | $14,344-94.8% | $13,129-94.3% | $12,270-93.9% |