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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 | $118,751 | $185,312-35.9% | $161,489-26.5% | $154,746-23.3% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 13.52% | 103.84%-90.3pp | 89.72%-76.2pp | 172.34%-158.8pp |
| Employer contribution / active EE | $2,321 | $4,769-51.3% | $4,268-45.6% | $4,379-47.0% |
| Participant deferral / active EE | $5,864 | $6,350-7.7% | $5,630+4.2% | $6,730-12.9% |
| Admin fee / account holder | $1,009 | $18,654-94.6% | $16,006-93.7% | $14,365-93.0% |