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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 | $185,312-15.1% | $161,489-2.6% | $154,746+1.6% |
| Participation rate | 55.0% | 82.5%-27.5pp | 78.7%-23.7pp | 80.7%-25.7pp |
| Annual return | 18.01% | 103.84%-85.8pp | 89.72%-71.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $2,665 | $4,769-44.1% | $4,268-37.6% | $4,379-39.1% |
| Participant deferral / active EE | $4,812 | $6,350-24.2% | $5,630-14.5% | $6,730-28.5% |
| Admin fee / account holder | $2,451 | $18,654-86.9% | $16,006-84.7% | $14,365-82.9% |