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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 | $162,014 | $155,555+4.2% | $146,866+10.3% | $155,188+4.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 11.70% | 115.41%-103.7pp | 102.85%-91.2pp | 148.84%-137.1pp |
| Employer contribution / active EE | $2,364 | $4,647-49.1% | $4,425-46.6% | $4,248-44.4% |
| Participant deferral / active EE | $4,785 | $8,044-40.5% | $7,759-38.3% | $6,531-26.7% |
| Admin fee / account holder | $18,647 | $14,755+26.4% | $13,620+36.9% | $14,480+28.8% |