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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 | $153,374 | $174,379-12.0% | $152,093+0.8% | $138,895+10.4% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 19.96% | 74.86%-54.9pp | 66.36%-46.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $3,377 | $4,652-27.4% | $4,175-19.1% | $4,194-19.5% |
| Participant deferral / active EE | $7,920 | $6,159+28.6% | $5,451+45.3% | $6,396+23.8% |
| Admin fee / account holder | $1,211 | $16,880-92.8% | $14,497-91.6% | $12,562-90.4% |