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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 | $138,260 | $115,225+20.0% | $100,712+37.3% | $138,895-0.5% |
| Participation rate | 45.5% | 74.3%-28.9pp | 69.3%-23.8pp | 79.9%-34.5pp |
| Annual return | 15.19% | 40.35%-25.2pp | 33.27%-18.1pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,076 | $2,771-25.1% | $2,313-10.3% | $4,194-50.5% |
| Participant deferral / active EE | $9,832 | $4,699+109.2% | $4,085+140.7% | $6,396+53.7% |
| Admin fee / account holder | $20,508 | $10,844+89.1% | $9,256+121.6% | $12,562+63.3% |