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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 | $149,009 | $116,175+28.3% | $93,609+59.2% | $152,870-2.5% |
| Participation rate | 68.2% | 78.0%-9.9pp | 75.8%-7.6pp | 82.4%-14.3pp |
| Annual return | 15.83% | 35.96%-20.1pp | 32.76%-16.9pp | 345.34%-329.5pp |
| Employer contribution / active EE | $2,181 | $3,218-32.2% | $2,718-19.8% | $4,763-54.2% |
| Participant deferral / active EE | $4,874 | $4,603+5.9% | $4,069+19.8% | $5,850-16.7% |
| Admin fee / account holder | $4,623 | $10,748-57.0% | $7,889-41.4% | $11,597-60.1% |