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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 | $149,172 | $154,228-3.3% | $145,433+2.6% | $137,256+8.7% |
| Participation rate | 61.1% | 83.8%-22.7pp | 82.1%-21.0pp | 80.0%-18.8pp |
| Annual return | 13.91% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,404 | $4,804-29.2% | $4,554-25.3% | $4,156-18.1% |
| Participant deferral / active EE | $7,997 | $8,216-2.7% | $7,897+1.3% | $6,407+24.8% |
| Admin fee / account holder | $23,716 | $14,344+65.3% | $13,129+80.6% | $12,270+93.3% |