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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 | $150,574 | $127,387+18.2% | $115,038+30.9% | $125,389+20.1% |
| Participation rate | 69.2% | 84.2%-14.9pp | 81.4%-12.1pp | 83.2%-14.0pp |
| Annual return | -0.65% | 31.28%-31.9pp | 26.14%-26.8pp | 282.24%-282.9pp |
| Employer contribution / active EE | $3,594 | $5,166-30.4% | $4,608-22.0% | $4,866-26.1% |
| Participant deferral / active EE | $7,460 | $6,423+16.1% | $6,026+23.8% | $5,352+39.4% |
| Admin fee / account holder | $2,259 | $9,516-76.3% | $8,175-72.4% | $9,541-76.3% |