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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 | $156,398-2.4% | $147,318+3.6% | $138,895+9.9% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 79.9%-54.9pp |
| Annual return | 18.29% | 78.75%-60.5pp | 70.43%-52.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,080 | $4,853-57.1% | $4,593-54.7% | $4,194-50.4% |
| Participant deferral / active EE | $4,485 | $8,237-45.6% | $7,906-43.3% | $6,396-29.9% |
| Admin fee / account holder | $639 | $14,976-95.7% | $13,708-95.3% | $12,562-94.9% |