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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 | $108,133 | $155,555-30.5% | $146,866-26.4% | $155,188-30.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 12.24% | 115.41%-103.2pp | 102.85%-90.6pp | 148.84%-136.6pp |
| Employer contribution / active EE | $2,980 | $4,647-35.9% | $4,425-32.7% | $4,248-29.9% |
| Participant deferral / active EE | $8,372 | $8,044+4.1% | $7,759+7.9% | $6,531+28.2% |
| Admin fee / account holder | $24,792 | $14,755+68.0% | $13,620+82.0% | $14,480+71.2% |