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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 | $150,229 | $100,970+48.8% | $96,576+55.6% | $137,256+9.5% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 16.00% | 38.16%-22.2pp | 38.47%-22.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $980 | $3,809-74.3% | $3,553-72.4% | $4,156-76.4% |
| Participant deferral / active EE | $7,192 | $8,286-13.2% | $7,956-9.6% | $6,407+12.3% |
| Admin fee / account holder | $1,332 | $11,312-88.2% | $11,381-88.3% | $12,270-89.1% |