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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 | $135,107 | $155,555-13.1% | $146,866-8.0% | $155,188-12.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 19.00% | 115.41%-96.4pp | 102.85%-83.9pp | 148.84%-129.8pp |
| Employer contribution / active EE | $6,674 | $4,647+43.6% | $4,425+50.8% | $4,248+57.1% |
| Participant deferral / active EE | $13,500 | $8,044+67.8% | $7,759+74.0% | $6,531+106.7% |
| Admin fee / account holder | $3,929 | $14,755-73.4% | $13,620-71.2% | $14,480-72.9% |