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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 | $152,582 | $154,228-1.1% | $145,433+4.9% | $137,256+11.2% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 18.29% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,080 | $4,804-56.7% | $4,554-54.3% | $4,156-50.0% |
| Participant deferral / active EE | $4,485 | $8,216-45.4% | $7,897-43.2% | $6,407-30.0% |
| Admin fee / account holder | $639 | $14,344-95.5% | $13,129-95.1% | $12,270-94.8% |