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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 | $149,172 | $162,136-8.0% | $152,301-2.1% | $154,746-3.6% |
| Participation rate | 61.1% | 84.1%-23.0pp | 82.4%-21.3pp | 80.7%-19.6pp |
| Annual return | 13.91% | 91.02%-77.1pp | 80.50%-66.6pp | 172.34%-158.4pp |
| Employer contribution / active EE | $3,404 | $4,890-30.4% | $4,624-26.4% | $4,379-22.3% |
| Participant deferral / active EE | $7,997 | $8,341-4.1% | $8,004-0.1% | $6,730+18.8% |
| Admin fee / account holder | $23,716 | $15,759+50.5% | $14,398+64.7% | $14,365+65.1% |