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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 | $150,851 | $185,312-18.6% | $161,489-6.6% | $154,746-2.5% |
| Participation rate | 61.5% | 82.5%-20.9pp | 78.7%-17.2pp | 80.7%-19.2pp |
| Annual return | 15.83% | 103.84%-88.0pp | 89.72%-73.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,938 | $4,769-59.4% | $4,268-54.6% | $4,379-55.7% |
| Participant deferral / active EE | $4,022 | $6,350-36.7% | $5,630-28.6% | $6,730-40.2% |
| Admin fee / account holder | $1,435 | $18,654-92.3% | $16,006-91.0% | $14,365-90.0% |