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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 | $145,376 | $212,386-31.6% | $199,883-27.3% | $138,895+4.7% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 15.92% | 47.75%-31.8pp | 43.81%-27.9pp | 145.39%-129.5pp |
| Employer contribution / active EE | $3,153 | $6,625-52.4% | $6,261-49.6% | $4,194-24.8% |
| Participant deferral / active EE | $5,555 | $9,617-42.2% | $9,138-39.2% | $6,396-13.2% |
| Admin fee / account holder | $2,770 | $18,233-84.8% | $17,268-84.0% | $12,562-78.0% |