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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 | $156,398-1.5% | $147,318+4.5% | $138,895+10.9% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 79.9%-51.3pp |
| Annual return | 19.23% | 78.75%-59.5pp | 70.43%-51.2pp | 145.39%-126.2pp |
| Employer contribution / active EE | $1,671 | $4,853-65.6% | $4,593-63.6% | $4,194-60.2% |
| Participant deferral / active EE | $6,286 | $8,237-23.7% | $7,906-20.5% | $6,396-1.7% |
| Admin fee / account holder | $591 | $14,976-96.1% | $13,708-95.7% | $12,562-95.3% |