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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 | $134,098 | $172,111-22.1% | $150,298-10.8% | $137,256-2.3% |
| Participation rate | 69.6% | 81.7%-12.1pp | 77.8%-8.2pp | 80.0%-10.4pp |
| Annual return | 15.59% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,717 | $4,636-19.8% | $4,154-10.5% | $4,156-10.6% |
| Participant deferral / active EE | $8,938 | $6,166+45.0% | $5,453+63.9% | $6,407+39.5% |
| Admin fee / account holder | $3,773 | $16,471-77.1% | $14,116-73.3% | $12,270-69.2% |