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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 | $172,111-8.5% | $150,298+4.8% | $137,256+14.7% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 12.27% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,816 | $4,636-60.8% | $4,154-56.3% | $4,156-56.3% |
| Participant deferral / active EE | $8,546 | $6,166+38.6% | $5,453+56.7% | $6,407+33.4% |
| Admin fee / account holder | $563 | $16,471-96.6% | $14,116-96.0% | $12,270-95.4% |