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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 | $131,644 | $174,379-24.5% | $152,093-13.4% | $138,895-5.2% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 18.60% | 74.86%-56.3pp | 66.36%-47.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $2,447 | $4,652-47.4% | $4,175-41.4% | $4,194-41.7% |
| Participant deferral / active EE | $6,303 | $6,159+2.3% | $5,451+15.6% | $6,396-1.5% |
| Admin fee / account holder | $1,672 | $16,880-90.1% | $14,497-88.5% | $12,562-86.7% |