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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 | $139,232 | $178,174-21.9% | $156,181-10.9% | $137,256+1.4% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.8%-17.3pp | 80.0%-18.4pp |
| Annual return | 12.62% | 84.19%-71.6pp | 64.87%-52.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,026 | $4,972-59.2% | $4,294-52.8% | $4,156-51.2% |
| Participant deferral / active EE | $5,544 | $6,888-19.5% | $6,132-9.6% | $6,407-13.5% |
| Admin fee / account holder | $1,115 | $17,404-93.6% | $14,586-92.4% | $12,270-90.9% |