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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 | $161,104 | $174,379-7.6% | $152,093+5.9% | $138,895+16.0% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 15.10% | 74.86%-59.8pp | 66.36%-51.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $4,521 | $4,652-2.8% | $4,175+8.3% | $4,194+7.8% |
| Participant deferral / active EE | $5,333 | $6,159-13.4% | $5,451-2.2% | $6,396-16.6% |
| Admin fee / account holder | $1,049 | $16,880-93.8% | $14,497-92.8% | $12,562-91.6% |