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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 | $146,117 | $156,398-6.6% | $147,318-0.8% | $138,895+5.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 14.26% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.1pp |
| Employer contribution / active EE | $3,386 | $4,853-30.2% | $4,593-26.3% | $4,194-19.3% |
| Participant deferral / active EE | $7,137 | $8,237-13.4% | $7,906-9.7% | $6,396+11.6% |
| Admin fee / account holder | $7,614 | $14,976-49.2% | $13,708-44.5% | $12,562-39.4% |