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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 | $146,217 | $172,111-15.0% | $150,298-2.7% | $137,256+6.5% |
| Participation rate | 65.2% | 81.7%-16.5pp | 77.8%-12.5pp | 80.0%-14.7pp |
| Annual return | 15.74% | 69.37%-53.6pp | 62.79%-47.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,605 | $4,636-65.4% | $4,154-61.4% | $4,156-61.4% |
| Participant deferral / active EE | $4,925 | $6,166-20.1% | $5,453-9.7% | $6,407-23.1% |
| Admin fee / account holder | $1,218 | $16,471-92.6% | $14,116-91.4% | $12,270-90.1% |