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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 | $144,531 | $135,956+6.3% | $123,894+16.7% | $273,972-47.2% |
| Participation rate | 52.6% | 84.1%-31.4pp | 81.4%-28.8pp | 83.0%-30.4pp |
| Annual return | 7.10% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,411 | $5,170-72.7% | $4,617-69.4% | $4,869-71.0% |
| Participant deferral / active EE | $4,337 | $6,343-31.6% | $5,984-27.5% | $5,287-18.0% |
| Admin fee / account holder | $14,381 | $9,817+46.5% | $8,357+72.1% | $10,133+41.9% |