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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 | $134,394 | $157,276-14.5% | $141,177-4.8% | $152,885-12.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 19.86% | 64.33%-44.5pp | 71.40%-51.5pp | 345.39%-325.5pp |
| Employer contribution / active EE | $4,622 | $5,262-12.2% | $4,736-2.4% | $4,763-3.0% |
| Participant deferral / active EE | $9,122 | $7,110+28.3% | $6,710+36.0% | $5,851+55.9% |
| Admin fee / account holder | $518 | $12,123-95.7% | $10,263-95.0% | $11,598-95.5% |