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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 | $141,041 | $154,228-8.6% | $145,433-3.0% | $137,256+2.8% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 19.53% | 74.59%-55.1pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,365 | $4,804-30.0% | $4,554-26.1% | $4,156-19.0% |
| Participant deferral / active EE | $8,156 | $8,216-0.7% | $7,897+3.3% | $6,407+27.3% |
| Admin fee / account holder | $533 | $14,344-96.3% | $13,129-95.9% | $12,270-95.7% |