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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 | $158,577 | $155,555+1.9% | $146,866+8.0% | $155,188+2.2% |
| Participation rate | 31.8% | 84.0%-52.1pp | 82.5%-50.7pp | 80.8%-49.0pp |
| Annual return | 16.65% | 115.41%-98.8pp | 102.85%-86.2pp | 148.84%-132.2pp |
| Employer contribution / active EE | $2,728 | $4,647-41.3% | $4,425-38.3% | $4,248-35.8% |
| Participant deferral / active EE | $3,704 | $8,044-53.9% | $7,759-52.3% | $6,531-43.3% |
| Admin fee / account holder | $813 | $14,755-94.5% | $13,620-94.0% | $14,480-94.4% |