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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 | $145,999 | $154,228-5.3% | $145,433+0.4% | $137,256+6.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 15.06% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,268 | $4,804-52.8% | $4,554-50.2% | $4,156-45.4% |
| Participant deferral / active EE | $9,202 | $8,216+12.0% | $7,897+16.5% | $6,407+43.6% |
| Admin fee / account holder | $25,490 | $14,344+77.7% | $13,129+94.2% | $12,270+107.7% |