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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 | $105,588 | $155,555-32.1% | $146,866-28.1% | $155,188-32.0% |
| Participation rate | 69.2% | 84.0%-14.7pp | 82.5%-13.3pp | 80.8%-11.6pp |
| Annual return | 19.88% | 115.41%-95.5pp | 102.85%-83.0pp | 148.84%-129.0pp |
| Employer contribution / active EE | $4,368 | $4,647-6.0% | $4,425-1.3% | $4,248+2.8% |
| Participant deferral / active EE | $7,305 | $8,044-9.2% | $7,759-5.9% | $6,531+11.9% |
| Admin fee / account holder | $678 | $14,755-95.4% | $13,620-95.0% | $14,480-95.3% |