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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 | $138,016 | $115,225+19.8% | $100,712+37.0% | $138,895-0.6% |
| Participation rate | 58.8% | 74.3%-15.5pp | 69.3%-10.5pp | 79.9%-21.1pp |
| Annual return | 15.94% | 40.35%-24.4pp | 33.27%-17.3pp | 145.39%-129.5pp |
| Employer contribution / active EE | $2,462 | $2,771-11.2% | $2,313+6.5% | $4,194-41.3% |
| Participant deferral / active EE | $4,354 | $4,699-7.3% | $4,085+6.6% | $6,396-31.9% |
| Admin fee / account holder | $3,939 | $10,844-63.7% | $9,256-57.4% | $12,562-68.6% |