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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 | $141,636 | $209,336-32.3% | $197,124-28.1% | $137,256+3.2% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 16.34% | 48.09%-31.7pp | 44.34%-28.0pp | 220.34%-204.0pp |
| Employer contribution / active EE | $5,389 | $6,591-18.2% | $6,227-13.5% | $4,156+29.7% |
| Participant deferral / active EE | $12,388 | $9,614+28.9% | $9,135+35.6% | $6,407+93.4% |
| Admin fee / account holder | $441 | $17,308-97.5% | $16,298-97.3% | $12,270-96.4% |