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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 | $104,517 | $155,555-32.8% | $146,866-28.8% | $155,188-32.7% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.5%-25.4pp | 80.8%-23.7pp |
| Annual return | 18.24% | 115.41%-97.2pp | 102.85%-84.6pp | 148.84%-130.6pp |
| Employer contribution / active EE | $3,553 | $4,647-23.5% | $4,425-19.7% | $4,248-16.4% |
| Participant deferral / active EE | $7,915 | $8,044-1.6% | $7,759+2.0% | $6,531+21.2% |
| Admin fee / account holder | $8,559 | $14,755-42.0% | $13,620-37.2% | $14,480-40.9% |