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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 | $154,187 | $185,312-16.8% | $161,489-4.5% | $154,746-0.4% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.7%-14.4pp | 80.7%-16.4pp |
| Annual return | 17.30% | 103.84%-86.5pp | 89.72%-72.4pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,036 | $4,769-57.3% | $4,268-52.3% | $4,379-53.5% |
| Participant deferral / active EE | $6,007 | $6,350-5.4% | $5,630+6.7% | $6,730-10.7% |
| Admin fee / account holder | $3,972 | $18,654-78.7% | $16,006-75.2% | $14,365-72.4% |