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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 | $155,488 | $156,398-0.6% | $147,318+5.5% | $138,895+11.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 19.08% | 78.75%-59.7pp | 70.43%-51.4pp | 145.39%-126.3pp |
| Employer contribution / active EE | $3,288 | $4,853-32.2% | $4,593-28.4% | $4,194-21.6% |
| Participant deferral / active EE | $7,778 | $8,237-5.6% | $7,906-1.6% | $6,396+21.6% |
| Admin fee / account holder | $2,865 | $14,976-80.9% | $13,708-79.1% | $12,562-77.2% |