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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 | $127,415 | $184,014-30.8% | $161,149-20.9% | $138,895-8.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 13.87% | 21.52%-7.6pp | 21.16%-7.3pp | 145.39%-131.5pp |
| Employer contribution / active EE | $4,622 | $5,055-8.6% | $4,360+6.0% | $4,194+10.2% |
| Participant deferral / active EE | $8,366 | $6,909+21.1% | $6,153+36.0% | $6,396+30.8% |
| Admin fee / account holder | $14,872 | $18,027-17.5% | $15,194-2.1% | $12,562+18.4% |