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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 | $155,141 | $172,111-9.9% | $150,298+3.2% | $137,256+13.0% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 17.76% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,543 | $4,636-66.7% | $4,154-62.8% | $4,156-62.9% |
| Participant deferral / active EE | $11,532 | $6,166+87.0% | $5,453+111.5% | $6,407+80.0% |
| Admin fee / account holder | $598 | $16,471-96.4% | $14,116-95.8% | $12,270-95.1% |