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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 | $172,111-20.1% | $150,298-8.5% | $137,256+0.2% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 17.90% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,321 | $4,636-49.9% | $4,154-44.1% | $4,156-44.2% |
| Participant deferral / active EE | $7,535 | $6,166+22.2% | $5,453+38.2% | $6,407+17.6% |
| Admin fee / account holder | $5,203 | $16,471-68.4% | $14,116-63.1% | $12,270-57.6% |