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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 | $113,353 | $155,555-27.1% | $146,866-22.8% | $155,188-27.0% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 13.41% | 115.41%-102.0pp | 102.85%-89.4pp | 148.84%-135.4pp |
| Employer contribution / active EE | $6,053 | $4,647+30.3% | $4,425+36.8% | $4,248+42.5% |
| Participant deferral / active EE | $7,816 | $8,044-2.8% | $7,759+0.7% | $6,531+19.7% |
| Admin fee / account holder | $2,158 | $14,755-85.4% | $13,620-84.2% | $14,480-85.1% |