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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 | $142,370 | $135,956+4.7% | $123,894+14.9% | $273,970-48.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 7.52% | 56.63%-49.1pp | 47.52%-40.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,512 | $5,170-70.7% | $4,617-67.2% | $4,869-68.9% |
| Participant deferral / active EE | $2,442 | $6,343-61.5% | $5,984-59.2% | $5,287-53.8% |
| Admin fee / account holder | $7,512 | $9,817-23.5% | $8,357-10.1% | $10,132-25.9% |