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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 | $140,609 | $162,136-13.3% | $152,301-7.7% | $154,746-9.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 21.79% | 91.02%-69.2pp | 80.50%-58.7pp | 172.34%-150.5pp |
| Employer contribution / active EE | $4,766 | $4,890-2.5% | $4,624+3.1% | $4,379+8.8% |
| Participant deferral / active EE | $11,167 | $8,341+33.9% | $8,004+39.5% | $6,730+65.9% |
| Admin fee / account holder | $3,694 | $15,759-76.6% | $14,398-74.3% | $14,365-74.3% |