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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 | $165,840 | $165,381+0.3% | $149,730+10.8% | $158,966+4.3% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 23.90% | 348.29%-324.4pp | 276.70%-252.8pp | 302.95%-279.0pp |
| Employer contribution / active EE | $3,407 | $5,104-33.2% | $4,645-26.7% | $4,762-28.5% |
| Participant deferral / active EE | $6,753 | $7,182-6.0% | $6,843-1.3% | $5,983+12.9% |
| Admin fee / account holder | $4,886 | $10,809-54.8% | $9,310-47.5% | $11,250-56.6% |