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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 | $139,731 | $185,883-24.8% | $170,043-17.8% | $139,466+0.2% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 19.83% | 60.54%-40.7pp | 53.40%-33.6pp | 373.66%-353.8pp |
| Employer contribution / active EE | $1,943 | $7,596-74.4% | $6,790-71.4% | $4,754-59.1% |
| Participant deferral / active EE | $16,249 | $11,626+39.8% | $10,410+56.1% | $6,712+142.1% |
| Admin fee / account holder | $1,470 | $15,393-90.4% | $12,824-88.5% | $11,409-87.1% |