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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 | $138,497 | $154,228-10.2% | $145,433-4.8% | $137,256+0.9% |
| Participation rate | 47.4% | 83.8%-36.4pp | 82.1%-34.8pp | 80.0%-32.6pp |
| Annual return | 20.61% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,767 | $4,804-42.4% | $4,554-39.2% | $4,156-33.4% |
| Participant deferral / active EE | $7,547 | $8,216-8.1% | $7,897-4.4% | $6,407+17.8% |
| Admin fee / account holder | $6,599 | $14,344-54.0% | $13,129-49.7% | $12,270-46.2% |