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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 | $136,533 | $176,402-22.6% | $134,155+1.8% | $158,950-14.1% |
| Participation rate | 56.3% | 78.7%-22.5pp | 72.2%-15.9pp | 82.0%-25.7pp |
| Annual return | 31.65% | 63.66%-32.0pp | 36.34%-4.7pp | 302.91%-271.3pp |
| Employer contribution / active EE | $4,118 | $5,042-18.3% | $3,705+11.2% | $4,762-13.5% |
| Participant deferral / active EE | $6,669 | $4,093+62.9% | $3,500+90.6% | $5,983+11.5% |
| Admin fee / account holder | $5,128 | $8,719-41.2% | $6,685-23.3% | $11,248-54.4% |