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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 | $174,379-17.2% | $152,093-5.1% | $138,895+3.9% |
| Participation rate | 69.6% | 81.6%-12.1pp | 77.8%-8.2pp | 79.9%-10.4pp |
| Annual return | 16.69% | 74.86%-58.2pp | 66.36%-49.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $2,850 | $4,652-38.7% | $4,175-31.7% | $4,194-32.0% |
| Participant deferral / active EE | $9,650 | $6,159+56.7% | $5,451+77.0% | $6,396+50.9% |
| Admin fee / account holder | $3,594 | $16,880-78.7% | $14,497-75.2% | $12,562-71.4% |