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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 | $144,311 | $172,111-16.2% | $150,298-4.0% | $137,256+5.1% |
| Participation rate | 69.6% | 81.7%-12.1pp | 77.8%-8.2pp | 80.0%-10.4pp |
| Annual return | 16.69% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,850 | $4,636-38.5% | $4,154-31.4% | $4,156-31.4% |
| Participant deferral / active EE | $9,650 | $6,166+56.5% | $5,453+77.0% | $6,407+50.6% |
| Admin fee / account holder | $3,594 | $16,471-78.2% | $14,116-74.5% | $12,270-70.7% |