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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 | $144,848 | $201,344-28.1% | $184,243-21.4% | $145,877-0.7% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.1pp |
| Annual return | 14.23% | 29.01%-14.8pp | 28.82%-14.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $2,797 | $7,022-60.2% | $6,427-56.5% | $4,663-40.0% |
| Participant deferral / active EE | $5,822 | $9,807-40.6% | $9,132-36.2% | $6,691-13.0% |
| Admin fee / account holder | $26,081 | $16,382+59.2% | $13,914+87.4% | $13,402+94.6% |