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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 | $146,850 | $172,111-14.7% | $150,298-2.3% | $137,256+7.0% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 16.89% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,736 | $4,636-41.0% | $4,154-34.1% | $4,156-34.2% |
| Participant deferral / active EE | $8,756 | $6,166+42.0% | $5,453+60.6% | $6,407+36.7% |
| Admin fee / account holder | $9,694 | $16,471-41.1% | $14,116-31.3% | $12,270-21.0% |