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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 | $148,280 | $181,062-18.1% | $158,223-6.3% | $155,188-4.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 17.08% | 57.39%-40.3pp | 52.09%-35.0pp | 148.84%-131.8pp |
| Employer contribution / active EE | $2,295 | $4,565-49.7% | $4,109-44.1% | $4,248-46.0% |
| Participant deferral / active EE | $8,147 | $6,134+32.8% | $5,467+49.0% | $6,531+24.7% |
| Admin fee / account holder | $3,450 | $18,825-81.7% | $16,047-78.5% | $14,480-76.2% |