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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 | $154,187 | $172,111-10.4% | $150,298+2.6% | $137,256+12.3% |
| Participation rate | 64.3% | 81.7%-17.4pp | 77.8%-13.5pp | 80.0%-15.7pp |
| Annual return | 17.30% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,036 | $4,636-56.1% | $4,154-51.0% | $4,156-51.0% |
| Participant deferral / active EE | $6,007 | $6,166-2.6% | $5,453+10.2% | $6,407-6.2% |
| Admin fee / account holder | $3,972 | $16,471-75.9% | $14,116-71.9% | $12,270-67.6% |