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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 | $143,156 | $174,379-17.9% | $152,093-5.9% | $138,895+3.1% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 12.12% | 74.86%-62.7pp | 66.36%-54.2pp | 145.39%-133.3pp |
| Employer contribution / active EE | $1,566 | $4,652-66.3% | $4,175-62.5% | $4,194-62.7% |
| Participant deferral / active EE | $7,618 | $6,159+23.7% | $5,451+39.7% | $6,396+19.1% |
| Admin fee / account holder | $1,934 | $16,880-88.5% | $14,497-86.7% | $12,562-84.6% |