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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 | $185,312-24.4% | $161,489-13.3% | $154,746-9.5% |
| Participation rate | 41.7% | 82.5%-40.8pp | 78.7%-37.0pp | 80.7%-39.0pp |
| Annual return | 32.45% | 103.84%-71.4pp | 89.72%-57.3pp | 172.34%-139.9pp |
| Employer contribution / active EE | $2,650 | $4,769-44.4% | $4,268-37.9% | $4,379-39.5% |
| Participant deferral / active EE | $6,381 | $6,350+0.5% | $5,630+13.3% | $6,730-5.2% |
| Admin fee / account holder | $10,916 | $18,654-41.5% | $16,006-31.8% | $14,365-24.0% |