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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 | $133,658 | $172,111-22.3% | $150,298-11.1% | $137,256-2.6% |
| Participation rate | 69.2% | 81.7%-12.5pp | 77.8%-8.5pp | 80.0%-10.7pp |
| Annual return | 16.80% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,612 | $4,636-43.7% | $4,154-37.1% | $4,156-37.2% |
| Participant deferral / active EE | $6,180 | $6,166+0.2% | $5,453+13.3% | $6,407-3.5% |
| Admin fee / account holder | $696 | $16,471-95.8% | $14,116-95.1% | $12,270-94.3% |