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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 | $161,743 | $171,930-5.9% | $151,266+6.9% | $154,746+4.5% |
| Participation rate | 66.7% | 80.5%-13.9pp | 77.0%-10.3pp | 80.7%-14.0pp |
| Annual return | 16.35% | 242.03%-225.7pp | 180.60%-164.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,984 | $4,710-36.6% | $4,237-29.6% | $4,379-31.9% |
| Participant deferral / active EE | $6,575 | $8,191-19.7% | $7,337-10.4% | $6,730-2.3% |
| Admin fee / account holder | $904 | $15,803-94.3% | $13,159-93.1% | $14,365-93.7% |