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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 | $156,686 | $185,312-15.4% | $161,489-3.0% | $154,746+1.3% |
| Participation rate | 56.5% | 82.5%-25.9pp | 78.7%-22.2pp | 80.7%-24.2pp |
| Annual return | 17.06% | 103.84%-86.8pp | 89.72%-72.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $3,075 | $4,769-35.5% | $4,268-28.0% | $4,379-29.8% |
| Participant deferral / active EE | $7,342 | $6,350+15.6% | $5,630+30.4% | $6,730+9.1% |
| Admin fee / account holder | $2,638 | $18,654-85.9% | $16,006-83.5% | $14,365-81.6% |