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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 | $138,162 | $124,351+11.1% | $109,188+26.5% | $167,553-17.5% |
| Participation rate | 69.2% | 79.4%-10.2pp | 75.9%-6.6pp | 82.1%-12.9pp |
| Annual return | 17.75% | 26.04%-8.3pp | 25.76%-8.0pp | 478.89%-461.1pp |
| Employer contribution / active EE | $2,533 | $4,210-39.8% | $3,723-32.0% | $4,840-47.7% |
| Participant deferral / active EE | $6,526 | $5,257+24.1% | $4,654+40.2% | $6,343+2.9% |
| Admin fee / account holder | $509 | $7,975-93.6% | $6,755-92.5% | $12,316-95.9% |