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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 | $137,579 | $185,312-25.8% | $161,489-14.8% | $154,746-11.1% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 17.90% | 103.84%-85.9pp | 89.72%-71.8pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,321 | $4,769-51.3% | $4,268-45.6% | $4,379-47.0% |
| Participant deferral / active EE | $7,535 | $6,350+18.7% | $5,630+33.8% | $6,730+12.0% |
| Admin fee / account holder | $5,203 | $18,654-72.1% | $16,006-67.5% | $14,365-63.8% |