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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 | $133,709 | $183,592-27.2% | $155,574-14.1% | $145,877-8.3% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 8.92% | 61.37%-52.5pp | 64.87%-56.0pp | 551.28%-542.4pp |
| Employer contribution / active EE | $2,585 | $5,317-51.4% | $4,676-44.7% | $4,663-44.6% |
| Participant deferral / active EE | $6,583 | $6,466+1.8% | $5,629+16.9% | $6,691-1.6% |
| Admin fee / account holder | $972 | $19,316-95.0% | $15,914-93.9% | $13,402-92.7% |