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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 | $154,408 | $185,312-16.7% | $161,489-4.4% | $154,746-0.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 17.01% | 103.84%-86.8pp | 89.72%-72.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,898 | $4,769-60.2% | $4,268-55.5% | $4,379-56.7% |
| Participant deferral / active EE | $15,801 | $6,350+148.8% | $5,630+180.7% | $6,730+134.8% |
| Admin fee / account holder | $1,690 | $18,654-90.9% | $16,006-89.4% | $14,365-88.2% |