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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 | $152,291 | $183,627-17.1% | $155,602-2.1% | $145,978+4.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.89% | 61.32%-50.4pp | 64.81%-53.9pp | 550.52%-539.6pp |
| Employer contribution / active EE | $3,144 | $5,316-40.9% | $4,675-32.7% | $4,662-32.6% |
| Participant deferral / active EE | $10,067 | $6,466+55.7% | $5,629+78.8% | $6,690+50.5% |
| Admin fee / account holder | $4,934 | $19,327-74.5% | $15,923-69.0% | $13,400-63.2% |