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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 | $142,171 | $154,228-7.8% | $145,433-2.2% | $137,256+3.6% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 16.71% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,786 | $4,804-42.0% | $4,554-38.8% | $4,156-33.0% |
| Participant deferral / active EE | $15,318 | $8,216+86.4% | $7,897+94.0% | $6,407+139.1% |
| Admin fee / account holder | $1,592 | $14,344-88.9% | $13,129-87.9% | $12,270-87.0% |