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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 | $94,531 | $155,555-39.2% | $146,866-35.6% | $155,188-39.1% |
| Participation rate | 64.7% | 84.0%-19.2pp | 82.5%-17.8pp | 80.8%-16.1pp |
| Annual return | 20.36% | 115.41%-95.1pp | 102.85%-82.5pp | 148.84%-128.5pp |
| Employer contribution / active EE | $6,484 | $4,647+39.5% | $4,425+46.5% | $4,248+52.6% |
| Participant deferral / active EE | $12,688 | $8,044+57.7% | $7,759+63.5% | $6,531+94.3% |
| Admin fee / account holder | $13,222 | $14,755-10.4% | $13,620-2.9% | $14,480-8.7% |