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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 | $154,260 | $162,136-4.9% | $152,301+1.3% | $154,746-0.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 21.25% | 91.02%-69.8pp | 80.50%-59.3pp | 172.34%-151.1pp |
| Employer contribution / active EE | $6,150 | $4,890+25.8% | $4,624+33.0% | $4,379+40.4% |
| Participant deferral / active EE | $14,769 | $8,341+77.1% | $8,004+84.5% | $6,730+119.4% |
| Admin fee / account holder | $12,854 | $15,759-18.4% | $14,398-10.7% | $14,365-10.5% |