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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 | $133,090 | $185,312-28.2% | $161,489-17.6% | $154,746-14.0% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.7%-9.5pp | 80.7%-11.5pp |
| Annual return | 14.53% | 103.84%-89.3pp | 89.72%-75.2pp | 172.34%-157.8pp |
| Employer contribution / active EE | $2,242 | $4,769-53.0% | $4,268-47.5% | $4,379-48.8% |
| Participant deferral / active EE | $3,333 | $6,350-47.5% | $5,630-40.8% | $6,730-50.5% |
| Admin fee / account holder | $389 | $18,654-97.9% | $16,006-97.6% | $14,365-97.3% |