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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 | $155,555-4.1% | $146,866+1.6% | $155,188-3.9% |
| Participation rate | 61.1% | 84.0%-22.8pp | 82.5%-21.4pp | 80.8%-19.7pp |
| Annual return | 13.91% | 115.41%-101.5pp | 102.85%-88.9pp | 148.84%-134.9pp |
| Employer contribution / active EE | $3,404 | $4,647-26.8% | $4,425-23.1% | $4,248-19.9% |
| Participant deferral / active EE | $7,997 | $8,044-0.6% | $7,759+3.1% | $6,531+22.4% |
| Admin fee / account holder | $23,716 | $14,755+60.7% | $13,620+74.1% | $14,480+63.8% |