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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 | $141,641 | $156,398-9.4% | $147,318-3.9% | $138,895+2.0% |
| Participation rate | 61.5% | 83.8%-22.2pp | 82.1%-20.5pp | 79.9%-18.4pp |
| Annual return | 15.78% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.6pp |
| Employer contribution / active EE | $3,592 | $4,853-26.0% | $4,593-21.8% | $4,194-14.4% |
| Participant deferral / active EE | $11,416 | $8,237+38.6% | $7,906+44.4% | $6,396+78.5% |
| Admin fee / account holder | $7,904 | $14,976-47.2% | $13,708-42.3% | $12,562-37.1% |