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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 | $140,206 | $156,398-10.4% | $147,318-4.8% | $138,895+0.9% |
| Participation rate | 38.5% | 83.8%-45.3pp | 82.1%-43.6pp | 79.9%-41.5pp |
| Annual return | 30.72% | 78.75%-48.0pp | 70.43%-39.7pp | 145.39%-114.7pp |
| Employer contribution / active EE | $3,730 | $4,853-23.2% | $4,593-18.8% | $4,194-11.1% |
| Participant deferral / active EE | $8,495 | $8,237+3.1% | $7,906+7.4% | $6,396+32.8% |
| Admin fee / account holder | $1,991 | $14,976-86.7% | $13,708-85.5% | $12,562-84.1% |