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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 | $146,784 | $174,379-15.8% | $152,093-3.5% | $138,895+5.7% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 15.59% | 74.86%-59.3pp | 66.36%-50.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,795 | $4,652-61.4% | $4,175-57.0% | $4,194-57.2% |
| Participant deferral / active EE | $11,327 | $6,159+83.9% | $5,451+107.8% | $6,396+77.1% |
| Admin fee / account holder | $1,752 | $16,880-89.6% | $14,497-87.9% | $12,562-86.1% |