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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 | $141,886 | $97,289+45.8% | $92,805+52.9% | $155,188-8.6% |
| Participation rate | 66.7% | 84.2%-17.5pp | 83.5%-16.8pp | 80.8%-14.1pp |
| Annual return | 13.06% | 29.03%-16.0pp | 31.59%-18.5pp | 148.84%-135.8pp |
| Employer contribution / active EE | $4,677 | $3,632+28.8% | $3,424+36.6% | $4,248+10.1% |
| Participant deferral / active EE | $9,674 | $8,795+10.0% | $8,448+14.5% | $6,531+48.1% |
| Admin fee / account holder | $2,453 | $12,015-79.6% | $10,911-77.5% | $14,480-83.1% |