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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 | $146,325 | $165,361-11.5% | $149,715-2.3% | $158,950-7.9% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 14.66% | 348.24%-333.6pp | 276.66%-262.0pp | 302.91%-288.2pp |
| Employer contribution / active EE | $3,266 | $5,103-36.0% | $4,645-29.7% | $4,762-31.4% |
| Participant deferral / active EE | $7,254 | $7,182+1.0% | $6,842+6.0% | $5,983+21.2% |
| Admin fee / account holder | $1,269 | $10,808-88.3% | $9,310-86.4% | $11,248-88.7% |