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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 | $185,312-26.6% | $161,489-15.8% | $154,746-12.1% |
| Participation rate | 68.8% | 82.5%-13.7pp | 78.7%-9.9pp | 80.7%-12.0pp |
| Annual return | 15.69% | 103.84%-88.2pp | 89.72%-74.0pp | 172.34%-156.7pp |
| Employer contribution / active EE | $2,745 | $4,769-42.5% | $4,268-35.7% | $4,379-37.3% |
| Participant deferral / active EE | $12,579 | $6,350+98.1% | $5,630+123.4% | $6,730+86.9% |
| Admin fee / account holder | $10,138 | $18,654-45.7% | $16,006-36.7% | $14,365-29.4% |