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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 | $146,217 | $181,062-19.2% | $158,223-7.6% | $155,188-5.8% |
| Participation rate | 65.2% | 82.7%-17.4pp | 79.2%-14.0pp | 80.8%-15.6pp |
| Annual return | 15.74% | 57.39%-41.6pp | 52.09%-36.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $1,605 | $4,565-64.8% | $4,109-60.9% | $4,248-62.2% |
| Participant deferral / active EE | $4,925 | $6,134-19.7% | $5,467-9.9% | $6,531-24.6% |
| Admin fee / account holder | $1,218 | $18,825-93.5% | $16,047-92.4% | $14,480-91.6% |