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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 | $150,309 | $174,379-13.8% | $152,093-1.2% | $138,895+8.2% |
| Participation rate | 20.0% | 81.6%-61.6pp | 77.8%-57.8pp | 79.9%-59.9pp |
| Annual return | 15.03% | 74.86%-59.8pp | 66.36%-51.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,462 | $4,652-47.1% | $4,175-41.0% | $4,194-41.3% |
| Participant deferral / active EE | $4,700 | $6,159-23.7% | $5,451-13.8% | $6,396-26.5% |
| Admin fee / account holder | $1,534 | $16,880-90.9% | $14,497-89.4% | $12,562-87.8% |