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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 | $157,500 | $185,312-15.0% | $161,489-2.5% | $154,746+1.8% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 12.27% | 103.84%-91.6pp | 89.72%-77.5pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,816 | $4,769-61.9% | $4,268-57.5% | $4,379-58.5% |
| Participant deferral / active EE | $8,546 | $6,350+34.6% | $5,630+51.8% | $6,730+27.0% |
| Admin fee / account holder | $563 | $18,654-97.0% | $16,006-96.5% | $14,365-96.1% |