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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 | $143,942 | $174,379-17.5% | $152,093-5.4% | $138,895+3.6% |
| Participation rate | 57.9% | 81.6%-23.7pp | 77.8%-19.9pp | 79.9%-22.0pp |
| Annual return | 20.43% | 74.86%-54.4pp | 66.36%-45.9pp | 145.39%-125.0pp |
| Employer contribution / active EE | $2,135 | $4,652-54.1% | $4,175-48.9% | $4,194-49.1% |
| Participant deferral / active EE | $7,786 | $6,159+26.4% | $5,451+42.8% | $6,396+21.7% |
| Admin fee / account holder | $4,950 | $16,880-70.7% | $14,497-65.9% | $12,562-60.6% |