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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 | $157,746 | $174,379-9.5% | $152,093+3.7% | $138,895+13.6% |
| Participation rate | 54.5% | 81.6%-27.1pp | 77.8%-23.2pp | 79.9%-25.4pp |
| Annual return | 14.61% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.8pp |
| Employer contribution / active EE | $1,456 | $4,652-68.7% | $4,175-65.1% | $4,194-65.3% |
| Participant deferral / active EE | $3,990 | $6,159-35.2% | $5,451-26.8% | $6,396-37.6% |
| Admin fee / account holder | $2,327 | $16,880-86.2% | $14,497-83.9% | $12,562-81.5% |