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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 | $157,264 | $172,111-8.6% | $150,298+4.6% | $137,256+14.6% |
| Participation rate | 55.0% | 81.7%-26.7pp | 77.8%-22.8pp | 80.0%-25.0pp |
| Annual return | 18.01% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,665 | $4,636-42.5% | $4,154-35.8% | $4,156-35.9% |
| Participant deferral / active EE | $4,812 | $6,166-21.9% | $5,453-11.7% | $6,407-24.9% |
| Admin fee / account holder | $2,451 | $16,471-85.1% | $14,116-82.6% | $12,270-80.0% |