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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 | $142,665 | $211,105-32.4% | $178,449-20.1% | $145,978-2.3% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 20.57% | 30.19%-9.6pp | 27.09%-6.5pp | 550.52%-529.9pp |
| Employer contribution / active EE | $2,013 | $4,569-55.9% | $3,951-49.1% | $4,662-56.8% |
| Participant deferral / active EE | $7,263 | $6,959+4.4% | $6,277+15.7% | $6,690+8.6% |
| Admin fee / account holder | $3,868 | $12,017-67.8% | $10,362-62.7% | $13,400-71.1% |