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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 | $137,533 | $155,555-11.6% | $146,866-6.4% | $155,188-11.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 15.00% | 115.41%-100.4pp | 102.85%-87.8pp | 148.84%-133.8pp |
| Employer contribution / active EE | $4,229 | $4,647-9.0% | $4,425-4.4% | $4,248-0.5% |
| Participant deferral / active EE | $5,110 | $8,044-36.5% | $7,759-34.1% | $6,531-21.8% |
| Admin fee / account holder | $24,535 | $14,755+66.3% | $13,620+80.1% | $14,480+69.4% |