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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 | $97,289+54.4% | $92,805+61.9% | $155,188-3.2% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 16.00% | 29.03%-13.0pp | 31.59%-15.6pp | 148.84%-132.8pp |
| Employer contribution / active EE | $980 | $3,632-73.0% | $3,424-71.4% | $4,248-76.9% |
| Participant deferral / active EE | $7,192 | $8,795-18.2% | $8,448-14.9% | $6,531+10.1% |
| Admin fee / account holder | $1,332 | $12,015-88.9% | $10,911-87.8% | $14,480-90.8% |