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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 | $140,206 | $154,228-9.1% | $145,433-3.6% | $137,256+2.1% |
| Participation rate | 38.5% | 83.8%-45.3pp | 82.1%-43.7pp | 80.0%-41.5pp |
| Annual return | 30.72% | 74.59%-43.9pp | 66.58%-35.9pp | 220.34%-189.6pp |
| Employer contribution / active EE | $3,730 | $4,804-22.4% | $4,554-18.1% | $4,156-10.3% |
| Participant deferral / active EE | $8,495 | $8,216+3.4% | $7,897+7.6% | $6,407+32.6% |
| Admin fee / account holder | $1,991 | $14,344-86.1% | $13,129-84.8% | $12,270-83.8% |