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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 | $141,240 | $209,336-32.5% | $197,124-28.3% | $137,256+2.9% |
| Participation rate | 52.9% | 87.3%-34.4pp | 86.7%-33.8pp | 80.0%-27.0pp |
| Annual return | 15.74% | 48.09%-32.4pp | 44.34%-28.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $4,648 | $6,591-29.5% | $6,227-25.4% | $4,156+11.8% |
| Participant deferral / active EE | $7,922 | $9,614-17.6% | $9,135-13.3% | $6,407+23.7% |
| Admin fee / account holder | $12,571 | $17,308-27.4% | $16,298-22.9% | $12,270+2.4% |