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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 | $131,222 | $174,379-24.7% | $152,093-13.7% | $138,895-5.5% |
| Participation rate | 69.2% | 81.6%-12.4pp | 77.8%-8.5pp | 79.9%-10.7pp |
| Annual return | 26.95% | 74.86%-47.9pp | 66.36%-39.4pp | 145.39%-118.4pp |
| Employer contribution / active EE | $2,545 | $4,652-45.3% | $4,175-39.0% | $4,194-39.3% |
| Participant deferral / active EE | $5,531 | $6,159-10.2% | $5,451+1.5% | $6,396-13.5% |
| Admin fee / account holder | $3,902 | $16,880-76.9% | $14,497-73.1% | $12,562-68.9% |