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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 | $151,240 | $157,304-3.9% | $141,197+7.1% | $152,909-1.1% |
| Participation rate | 65.2% | 84.8%-19.6pp | 82.5%-17.3pp | 82.5%-17.2pp |
| Annual return | 20.86% | 64.34%-43.5pp | 71.41%-50.5pp | 345.46%-324.6pp |
| Employer contribution / active EE | $2,996 | $5,263-43.1% | $4,736-36.7% | $4,764-37.1% |
| Participant deferral / active EE | $8,533 | $7,111+20.0% | $6,710+27.2% | $5,851+45.8% |
| Admin fee / account holder | $4,401 | $12,126-63.7% | $10,265-57.1% | $11,601-62.1% |