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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 | $157,789 | $156,398+0.9% | $147,318+7.1% | $138,895+13.6% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 12.71% | 78.75%-66.0pp | 70.43%-57.7pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,144 | $4,853-76.4% | $4,593-75.1% | $4,194-72.7% |
| Participant deferral / active EE | $7,022 | $8,237-14.8% | $7,906-11.2% | $6,396+9.8% |
| Admin fee / account holder | $7,593 | $14,976-49.3% | $13,708-44.6% | $12,562-39.6% |