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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 | $158,793 | $183,627-13.5% | $155,602+2.1% | $145,978+8.8% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | 18.50% | 61.32%-42.8pp | 64.81%-46.3pp | 550.52%-532.0pp |
| Employer contribution / active EE | $5,002 | $5,316-5.9% | $4,675+7.0% | $4,662+7.3% |
| Participant deferral / active EE | $5,111 | $6,466-21.0% | $5,629-9.2% | $6,690-23.6% |
| Admin fee / account holder | $1,782 | $19,327-90.8% | $15,923-88.8% | $13,400-86.7% |