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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 | $150,958 | $153,769-1.8% | $133,975+12.7% | $273,972-44.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 6.25% | 36.51%-30.3pp | 29.29%-23.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $2,783 | $6,029-53.8% | $5,211-46.6% | $4,869-42.8% |
| Participant deferral / active EE | $6,743 | $6,958-3.1% | $6,282+7.3% | $5,287+27.5% |
| Admin fee / account holder | $2,151 | $11,765-81.7% | $9,324-76.9% | $10,133-78.8% |