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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 | $134,573 | $132,634+1.5% | $115,768+16.2% | $137,256-2.0% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.4%-17.3pp | 80.0%-22.8pp |
| Annual return | 12.79% | 160.70%-147.9pp | 100.46%-87.7pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,827 | $3,360-45.6% | $2,940-37.9% | $4,156-56.0% |
| Participant deferral / active EE | $7,257 | $5,619+29.2% | $4,917+47.6% | $6,407+13.3% |
| Admin fee / account holder | $4,377 | $15,028-70.9% | $12,439-64.8% | $12,270-64.3% |