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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 | $136,916 | $174,379-21.5% | $152,093-10.0% | $138,895-1.4% |
| Participation rate | 69.2% | 81.6%-12.4pp | 77.8%-8.5pp | 79.9%-10.7pp |
| Annual return | 19.31% | 74.86%-55.5pp | 66.36%-47.0pp | 145.39%-126.1pp |
| Employer contribution / active EE | $3,223 | $4,652-30.7% | $4,175-22.8% | $4,194-23.2% |
| Participant deferral / active EE | $6,498 | $6,159+5.5% | $5,451+19.2% | $6,396+1.6% |
| Admin fee / account holder | $3,209 | $16,880-81.0% | $14,497-77.9% | $12,562-74.5% |