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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 | $132,327 | $155,555-14.9% | $146,866-9.9% | $155,188-14.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 11.55% | 115.41%-103.9pp | 102.85%-91.3pp | 148.84%-137.3pp |
| Employer contribution / active EE | $2,007 | $4,647-56.8% | $4,425-54.6% | $4,248-52.7% |
| Participant deferral / active EE | $4,304 | $8,044-46.5% | $7,759-44.5% | $6,531-34.1% |
| Admin fee / account holder | $24,790 | $14,755+68.0% | $13,620+82.0% | $14,480+71.2% |