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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 | $139,750 | $154,228-9.4% | $145,433-3.9% | $137,256+1.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 29.16% | 74.59%-45.4pp | 66.58%-37.4pp | 220.34%-191.2pp |
| Employer contribution / active EE | $5,119 | $4,804+6.6% | $4,554+12.4% | $4,156+23.2% |
| Participant deferral / active EE | $10,342 | $8,216+25.9% | $7,897+31.0% | $6,407+61.4% |
| Admin fee / account holder | $34,519 | $14,344+140.7% | $13,129+162.9% | $12,270+181.3% |