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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 | $152,080 | $155,555-2.2% | $146,866+3.6% | $155,188-2.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 18.06% | 115.41%-97.4pp | 102.85%-84.8pp | 148.84%-130.8pp |
| Employer contribution / active EE | $2,590 | $4,647-44.3% | $4,425-41.5% | $4,248-39.0% |
| Participant deferral / active EE | $7,867 | $8,044-2.2% | $7,759+1.4% | $6,531+20.4% |
| Admin fee / account holder | $14,907 | $14,755+1.0% | $13,620+9.5% | $14,480+3.0% |