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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 | $174,379-9.8% | $152,093+3.4% | $138,895+13.2% |
| Participation rate | 55.0% | 81.6%-26.6pp | 77.8%-22.8pp | 79.9%-24.9pp |
| Annual return | 18.01% | 74.86%-56.9pp | 66.36%-48.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $2,665 | $4,652-42.7% | $4,175-36.2% | $4,194-36.4% |
| Participant deferral / active EE | $4,812 | $6,159-21.9% | $5,451-11.7% | $6,396-24.8% |
| Admin fee / account holder | $2,451 | $16,880-85.5% | $14,497-83.1% | $12,562-80.5% |