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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 | $128,055 | $124,330+3.0% | $109,173+17.3% | $167,536-23.6% |
| Participation rate | 50.0% | 79.5%-29.5pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 9.73% | 26.04%-16.3pp | 25.75%-16.0pp | 478.82%-469.1pp |
| Employer contribution / active EE | $3,127 | $4,209-25.7% | $3,723-16.0% | $4,839-35.4% |
| Participant deferral / active EE | $4,527 | $5,256-13.9% | $4,654-2.7% | $6,342-28.6% |
| Admin fee / account holder | $2,530 | $7,974-68.3% | $6,755-62.5% | $12,315-79.5% |