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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 | $212,386-33.5% | $199,883-29.3% | $138,895+1.7% |
| Participation rate | 52.9% | 87.4%-34.4pp | 86.8%-33.8pp | 79.9%-27.0pp |
| Annual return | 15.74% | 47.75%-32.0pp | 43.81%-28.1pp | 145.39%-129.7pp |
| Employer contribution / active EE | $4,648 | $6,625-29.8% | $6,261-25.8% | $4,194+10.8% |
| Participant deferral / active EE | $7,922 | $9,617-17.6% | $9,138-13.3% | $6,396+23.9% |
| Admin fee / account holder | $12,571 | $18,233-31.1% | $17,268-27.2% | $12,562+0.1% |