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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 | $143,615 | $154,228-6.9% | $145,433-1.2% | $137,256+4.6% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 13.65% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,580 | $4,804-46.3% | $4,554-43.4% | $4,156-37.9% |
| Participant deferral / active EE | $8,423 | $8,216+2.5% | $7,897+6.7% | $6,407+31.5% |
| Admin fee / account holder | $18,750 | $14,344+30.7% | $13,129+42.8% | $12,270+52.8% |