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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 | $154,010 | $154,228-0.1% | $145,433+5.9% | $137,256+12.2% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 80.0%-51.4pp |
| Annual return | 19.23% | 74.59%-55.4pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,671 | $4,804-65.2% | $4,554-63.3% | $4,156-59.8% |
| Participant deferral / active EE | $6,286 | $8,216-23.5% | $7,897-20.4% | $6,407-1.9% |
| Admin fee / account holder | $591 | $14,344-95.9% | $13,129-95.5% | $12,270-95.2% |