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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 | $156,518 | $172,111-9.1% | $150,298+4.1% | $137,256+14.0% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 17.78% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,931 | $4,636-58.4% | $4,154-53.5% | $4,156-53.5% |
| Participant deferral / active EE | $5,611 | $6,166-9.0% | $5,453+2.9% | $6,407-12.4% |
| Admin fee / account holder | $1,013 | $16,471-93.8% | $14,116-92.8% | $12,270-91.7% |