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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 | $140,700 | $209,336-32.8% | $197,124-28.6% | $137,256+2.5% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 18.04% | 48.09%-30.1pp | 44.34%-26.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,077 | $6,591-38.1% | $6,227-34.5% | $4,156-1.9% |
| Participant deferral / active EE | $6,585 | $9,614-31.5% | $9,135-27.9% | $6,407+2.8% |
| Admin fee / account holder | $535 | $17,308-96.9% | $16,298-96.7% | $12,270-95.6% |