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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 | $138,484 | $172,111-19.5% | $150,298-7.9% | $137,256+0.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 22.46% | 69.37%-46.9pp | 62.79%-40.3pp | 220.34%-197.9pp |
| Employer contribution / active EE | $5,631 | $4,636+21.5% | $4,154+35.6% | $4,156+35.5% |
| Participant deferral / active EE | $7,331 | $6,166+18.9% | $5,453+34.5% | $6,407+14.4% |
| Admin fee / account holder | $3,201 | $16,471-80.6% | $14,116-77.3% | $12,270-73.9% |