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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 | $106,228 | $155,555-31.7% | $146,866-27.7% | $155,188-31.5% |
| Participation rate | 64.7% | 84.0%-19.2pp | 82.5%-17.8pp | 80.8%-16.1pp |
| Annual return | 13.94% | 115.41%-101.5pp | 102.85%-88.9pp | 148.84%-134.9pp |
| Employer contribution / active EE | $4,918 | $4,647+5.8% | $4,425+11.2% | $4,248+15.8% |
| Participant deferral / active EE | $6,158 | $8,044-23.5% | $7,759-20.6% | $6,531-5.7% |
| Admin fee / account holder | $3,403 | $14,755-76.9% | $13,620-75.0% | $14,480-76.5% |