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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 | $153,979 | $178,174-13.6% | $156,181-1.4% | $137,256+12.2% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.8%-21.7pp | 80.0%-22.8pp |
| Annual return | 12.73% | 84.19%-71.5pp | 64.87%-52.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,692 | $4,972-45.9% | $4,294-37.3% | $4,156-35.2% |
| Participant deferral / active EE | $7,192 | $6,888+4.4% | $6,132+17.3% | $6,407+12.2% |
| Admin fee / account holder | $3,456 | $17,404-80.1% | $14,586-76.3% | $12,270-71.8% |