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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 | $153,552 | $178,174-13.8% | $156,181-1.7% | $137,256+11.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 11.28% | 84.19%-72.9pp | 64.87%-53.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,330 | $4,972-53.1% | $4,294-45.7% | $4,156-43.9% |
| Participant deferral / active EE | $6,279 | $6,888-8.8% | $6,132+2.4% | $6,407-2.0% |
| Admin fee / account holder | $25,405 | $17,404+46.0% | $14,586+74.2% | $12,270+107.0% |