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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 | $137,890 | $154,228-10.6% | $145,433-5.2% | $137,256+0.5% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 14.28% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,139 | $4,804-55.5% | $4,554-53.0% | $4,156-48.5% |
| Participant deferral / active EE | $5,670 | $8,216-31.0% | $7,897-28.2% | $6,407-11.5% |
| Admin fee / account holder | $10,819 | $14,344-24.6% | $13,129-17.6% | $12,270-11.8% |