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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 | $152,063 | $174,379-12.8% | $152,0930% | $138,895+9.5% |
| Participation rate | 58.3% | 81.6%-23.3pp | 77.8%-19.4pp | 79.9%-21.6pp |
| Annual return | 15.90% | 74.86%-59.0pp | 66.36%-50.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,957 | $4,652-57.9% | $4,175-53.1% | $4,194-53.3% |
| Participant deferral / active EE | $4,962 | $6,159-19.4% | $5,451-9.0% | $6,396-22.4% |
| Admin fee / account holder | $3,566 | $16,880-78.9% | $14,497-75.4% | $12,562-71.6% |