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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 | $136,535 | $129,737+5.2% | $119,126+14.6% | $154,746-11.8% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 15.17% | 379.08%-363.9pp | 282.11%-266.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $2,234 | $4,375-48.9% | $4,034-44.6% | $4,379-49.0% |
| Participant deferral / active EE | $8,668 | $5,842+48.4% | $5,318+63.0% | $6,730+28.8% |
| Admin fee / account holder | $800 | $11,961-93.3% | $10,693-92.5% | $14,365-94.4% |