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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 | $140,455 | $148,629-5.5% | $135,982+3.3% | $139,487+0.7% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 12.26% | 79.33%-67.1pp | 68.32%-56.1pp | 373.84%-361.6pp |
| Employer contribution / active EE | $1,449 | $5,247-72.4% | $4,859-70.2% | $4,755-69.5% |
| Participant deferral / active EE | $7,595 | $8,102-6.3% | $7,760-2.1% | $6,713+13.1% |
| Admin fee / account holder | $1,998 | $12,406-83.9% | $10,767-81.4% | $11,407-82.5% |