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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 | $152,008 | $155,555-2.3% | $146,866+3.5% | $155,188-2.0% |
| Participation rate | 27.3% | 84.0%-56.7pp | 82.5%-55.2pp | 80.8%-53.5pp |
| Annual return | 18.20% | 115.41%-97.2pp | 102.85%-84.6pp | 148.84%-130.6pp |
| Employer contribution / active EE | $1,869 | $4,647-59.8% | $4,425-57.8% | $4,248-56.0% |
| Participant deferral / active EE | $3,209 | $8,044-60.1% | $7,759-58.6% | $6,531-50.9% |
| Admin fee / account holder | $4,740 | $14,755-67.9% | $13,620-65.2% | $14,480-67.3% |