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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 | $131,942 | $185,312-28.8% | $161,489-18.3% | $154,746-14.7% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 19.88% | 103.84%-84.0pp | 89.72%-69.8pp | 172.34%-152.5pp |
| Employer contribution / active EE | $2,479 | $4,769-48.0% | $4,268-41.9% | $4,379-43.4% |
| Participant deferral / active EE | $8,244 | $6,350+29.8% | $5,630+46.4% | $6,730+22.5% |
| Admin fee / account holder | $1,657 | $18,654-91.1% | $16,006-89.6% | $14,365-88.5% |