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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 | $133,427 | $154,228-13.5% | $145,433-8.3% | $137,256-2.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 14.69% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,196 | $4,804-54.3% | $4,554-51.8% | $4,156-47.2% |
| Participant deferral / active EE | $7,293 | $8,216-11.2% | $7,897-7.6% | $6,407+13.8% |
| Admin fee / account holder | $1,103 | $14,344-92.3% | $13,129-91.6% | $12,270-91.0% |