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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 | $142,930 | $154,228-7.3% | $145,433-1.7% | $137,256+4.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 18.73% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,240 | $4,804-53.4% | $4,554-50.8% | $4,156-46.1% |
| Participant deferral / active EE | $5,689 | $8,216-30.8% | $7,897-28.0% | $6,407-11.2% |
| Admin fee / account holder | $2,096 | $14,344-85.4% | $13,129-84.0% | $12,270-82.9% |