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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 | $137,858 | $178,174-22.6% | $156,181-11.7% | $137,256+0.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 10.82% | 84.19%-73.4pp | 64.87%-54.1pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,806 | $4,972-63.7% | $4,294-57.9% | $4,156-56.5% |
| Participant deferral / active EE | $8,452 | $6,888+22.7% | $6,132+37.8% | $6,407+31.9% |
| Admin fee / account holder | $12,415 | $17,404-28.7% | $14,586-14.9% | $12,270+1.2% |