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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 | $138,414 | $154,228-10.3% | $145,433-4.8% | $137,256+0.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 21.49% | 74.59%-53.1pp | 66.58%-45.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,945 | $4,804-59.5% | $4,554-57.3% | $4,156-53.2% |
| Participant deferral / active EE | $13,523 | $8,216+64.6% | $7,897+71.2% | $6,407+111.1% |
| Admin fee / account holder | $38,513 | $14,344+168.5% | $13,129+193.3% | $12,270+213.9% |