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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 | $135,972 | $172,111-21.0% | $150,298-9.5% | $137,256-0.9% |
| Participation rate | 68.8% | 81.7%-13.0pp | 77.8%-9.0pp | 80.0%-11.2pp |
| Annual return | 15.69% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,745 | $4,636-40.8% | $4,154-33.9% | $4,156-34.0% |
| Participant deferral / active EE | $12,579 | $6,166+104.0% | $5,453+130.7% | $6,407+96.3% |
| Admin fee / account holder | $10,138 | $16,471-38.5% | $14,116-28.2% | $12,270-17.4% |