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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 | $143,838 | $185,312-22.4% | $161,489-10.9% | $154,746-7.0% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.7%-14.4pp | 80.7%-16.4pp |
| Annual return | 16.25% | 103.84%-87.6pp | 89.72%-73.5pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,715 | $4,769-43.1% | $4,268-36.4% | $4,379-38.0% |
| Participant deferral / active EE | $5,948 | $6,350-6.3% | $5,630+5.6% | $6,730-11.6% |
| Admin fee / account holder | $1,202 | $18,654-93.6% | $16,006-92.5% | $14,365-91.6% |