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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 | $134,135 | $117,829+13.8% | $102,423+31.0% | $145,877-8.0% |
| Participation rate | 63.2% | 78.6%-15.5pp | 76.5%-13.3pp | 80.3%-17.1pp |
| Annual return | 10.33% | 31.83%-21.5pp | 29.42%-19.1pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,129 | $3,615-41.1% | $3,023-29.6% | $4,663-54.3% |
| Participant deferral / active EE | $4,318 | $5,732-24.7% | $5,054-14.6% | $6,691-35.5% |
| Admin fee / account holder | $10,220 | $13,335-23.4% | $9,455+8.1% | $13,402-23.7% |