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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 | $154,587 | $155,555-0.6% | $146,866+5.3% | $155,188-0.4% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.5%-27.0pp | 80.8%-25.2pp |
| Annual return | 18.34% | 115.41%-97.1pp | 102.85%-84.5pp | 148.84%-130.5pp |
| Employer contribution / active EE | $4,354 | $4,647-6.3% | $4,425-1.6% | $4,248+2.5% |
| Participant deferral / active EE | $4,608 | $8,044-42.7% | $7,759-40.6% | $6,531-29.4% |
| Admin fee / account holder | $2,948 | $14,755-80.0% | $13,620-78.4% | $14,480-79.6% |