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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 | $156,925 | $155,555+0.9% | $146,866+6.8% | $155,188+1.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 17.74% | 115.41%-97.7pp | 102.85%-85.1pp | 148.84%-131.1pp |
| Employer contribution / active EE | $3,155 | $4,647-32.1% | $4,425-28.7% | $4,248-25.7% |
| Participant deferral / active EE | $9,492 | $8,044+18.0% | $7,759+22.3% | $6,531+45.3% |
| Admin fee / account holder | $4,306 | $14,755-70.8% | $13,620-68.4% | $14,480-70.3% |