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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 | $135,053 | $154,228-12.4% | $145,433-7.1% | $137,256-1.6% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 21.89% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,880 | $4,804-40.0% | $4,554-36.8% | $4,156-30.7% |
| Participant deferral / active EE | $6,977 | $8,216-15.1% | $7,897-11.7% | $6,407+8.9% |
| Admin fee / account holder | $2,351 | $14,344-83.6% | $13,129-82.1% | $12,270-80.8% |