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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 | $124,542 | $154,228-19.2% | $145,433-14.4% | $137,256-9.3% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 14.69% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $4,288 | $4,804-10.7% | $4,554-5.9% | $4,156+3.2% |
| Participant deferral / active EE | $10,912 | $8,216+32.8% | $7,897+38.2% | $6,407+70.3% |
| Admin fee / account holder | $8,507 | $14,344-40.7% | $13,129-35.2% | $12,270-30.7% |