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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 | $142,507 | $172,111-17.2% | $150,298-5.2% | $137,256+3.8% |
| Participation rate | 58.3% | 81.7%-23.4pp | 77.8%-19.4pp | 80.0%-21.6pp |
| Annual return | 14.74% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,675 | $4,636-63.9% | $4,154-59.7% | $4,156-59.7% |
| Participant deferral / active EE | $5,847 | $6,166-5.2% | $5,453+7.2% | $6,407-8.7% |
| Admin fee / account holder | $12,506 | $16,471-24.1% | $14,116-11.4% | $12,270+1.9% |