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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 | $223,823-36.9% | $211,142-33.1% | $154,746-8.7% |
| Participation rate | 52.9% | 87.9%-34.9pp | 87.3%-34.3pp | 80.7%-27.8pp |
| Annual return | 15.74% | 50.39%-34.7pp | 46.84%-31.1pp | 172.34%-156.6pp |
| Employer contribution / active EE | $4,648 | $6,787-31.5% | $6,442-27.9% | $4,379+6.1% |
| Participant deferral / active EE | $7,922 | $9,750-18.8% | $9,284-14.7% | $6,730+17.7% |
| Admin fee / account holder | $12,571 | $19,707-36.2% | $19,076-34.1% | $14,365-12.5% |