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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 | $158,004 | $209,336-24.5% | $197,124-19.8% | $137,256+15.1% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 13.27% | 48.09%-34.8pp | 44.34%-31.1pp | 220.34%-207.1pp |
| Employer contribution / active EE | $5,003 | $6,591-24.1% | $6,227-19.7% | $4,156+20.4% |
| Participant deferral / active EE | $14,029 | $9,614+45.9% | $9,135+53.6% | $6,407+119.0% |
| Admin fee / account holder | $679 | $17,308-96.1% | $16,298-95.8% | $12,270-94.5% |