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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 | $157,576 | $155,555+1.3% | $146,866+7.3% | $155,188+1.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 17.15% | 115.41%-98.3pp | 102.85%-85.7pp | 148.84%-131.7pp |
| Employer contribution / active EE | $6,683 | $4,647+43.8% | $4,425+51.0% | $4,248+57.3% |
| Participant deferral / active EE | $14,895 | $8,044+85.2% | $7,759+92.0% | $6,531+128.1% |
| Admin fee / account holder | $683 | $14,755-95.4% | $13,620-95.0% | $14,480-95.3% |