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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 | $135,404 | $154,228-12.2% | $145,433-6.9% | $137,256-1.3% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 80.0%-15.7pp |
| Annual return | 13.94% | 74.59%-60.7pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,343 | $4,804-51.2% | $4,554-48.5% | $4,156-43.6% |
| Participant deferral / active EE | $6,628 | $8,216-19.3% | $7,897-16.1% | $6,407+3.5% |
| Admin fee / account holder | $2,479 | $14,344-82.7% | $13,129-81.1% | $12,270-79.8% |