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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 | $138,786 | $156,398-11.3% | $147,318-5.8% | $138,895-0.1% |
| Participation rate | 68.2% | 83.8%-15.6pp | 82.1%-13.9pp | 79.9%-11.7pp |
| Annual return | 17.30% | 78.75%-61.4pp | 70.43%-53.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $2,564 | $4,853-47.2% | $4,593-44.2% | $4,194-38.9% |
| Participant deferral / active EE | $6,859 | $8,237-16.7% | $7,906-13.3% | $6,396+7.2% |
| Admin fee / account holder | $2,540 | $14,976-83.0% | $13,708-81.5% | $12,562-79.8% |