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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 | $129,933 | $223,823-41.9% | $211,142-38.5% | $154,746-16.0% |
| Participation rate | 64.7% | 87.9%-23.1pp | 87.3%-22.6pp | 80.7%-16.0pp |
| Annual return | 20.79% | 50.39%-29.6pp | 46.84%-26.1pp | 172.34%-151.6pp |
| Employer contribution / active EE | $4,402 | $6,787-35.1% | $6,442-31.7% | $4,379+0.5% |
| Participant deferral / active EE | $10,197 | $9,750+4.6% | $9,284+9.8% | $6,730+51.5% |
| Admin fee / account holder | $22,173 | $19,707+12.5% | $19,076+16.2% | $14,365+54.4% |