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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 | $181,062-24.0% | $158,223-13.0% | $155,188-11.3% |
| Participation rate | 62.5% | 82.7%-20.2pp | 79.2%-16.7pp | 80.8%-18.3pp |
| Annual return | 17.90% | 57.39%-39.5pp | 52.09%-34.2pp | 148.84%-130.9pp |
| Employer contribution / active EE | $2,321 | $4,565-49.2% | $4,109-43.5% | $4,248-45.4% |
| Participant deferral / active EE | $7,535 | $6,134+22.8% | $5,467+37.8% | $6,531+15.4% |
| Admin fee / account holder | $5,203 | $18,825-72.4% | $16,047-67.6% | $14,480-64.1% |