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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 | $152,965 | $162,136-5.7% | $152,301+0.4% | $154,746-1.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 12.61% | 91.02%-78.4pp | 80.50%-67.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $3,370 | $4,890-31.1% | $4,624-27.1% | $4,379-23.1% |
| Participant deferral / active EE | $8,131 | $8,341-2.5% | $8,004+1.6% | $6,730+20.8% |
| Admin fee / account holder | $15,284 | $15,759-3.0% | $14,398+6.2% | $14,365+6.4% |