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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 | $144,722 | $178,174-18.8% | $156,181-7.3% | $137,256+5.4% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.8%-15.2pp | 80.0%-16.3pp |
| Annual return | 20.63% | 84.19%-63.6pp | 64.87%-44.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,596 | $4,972-7.6% | $4,294+7.0% | $4,156+10.6% |
| Participant deferral / active EE | $10,346 | $6,888+50.2% | $6,132+68.7% | $6,407+61.5% |
| Admin fee / account holder | $536 | $17,404-96.9% | $14,586-96.3% | $12,270-95.6% |