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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 | $138,484 | $181,062-23.5% | $158,223-12.5% | $155,188-10.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 22.46% | 57.39%-34.9pp | 52.09%-29.6pp | 148.84%-126.4pp |
| Employer contribution / active EE | $5,631 | $4,565+23.4% | $4,109+37.1% | $4,248+32.6% |
| Participant deferral / active EE | $7,331 | $6,134+19.5% | $5,467+34.1% | $6,531+12.3% |
| Admin fee / account holder | $3,201 | $18,825-83.0% | $16,047-80.1% | $14,480-77.9% |