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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 | $156,398-2.8% | $147,318+3.2% | $138,895+9.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 18.06% | 78.75%-60.7pp | 70.43%-52.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,590 | $4,853-46.6% | $4,593-43.6% | $4,194-38.2% |
| Participant deferral / active EE | $7,867 | $8,237-4.5% | $7,906-0.5% | $6,396+23.0% |
| Admin fee / account holder | $14,907 | $14,976-0.5% | $13,708+8.8% | $12,562+18.7% |