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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 | $140,025 | $172,111-18.6% | $150,298-6.8% | $137,256+2.0% |
| Participation rate | 41.7% | 81.7%-40.0pp | 77.8%-36.1pp | 80.0%-38.3pp |
| Annual return | 32.45% | 69.37%-36.9pp | 62.79%-30.3pp | 220.34%-187.9pp |
| Employer contribution / active EE | $2,650 | $4,636-42.8% | $4,154-36.2% | $4,156-36.2% |
| Participant deferral / active EE | $6,381 | $6,166+3.5% | $5,453+17.0% | $6,407-0.4% |
| Admin fee / account holder | $10,916 | $16,471-33.7% | $14,116-22.7% | $12,270-11.0% |