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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 | $90,365 | $107,809-16.2% | $97,032-6.9% | $155,188-41.8% |
| Participation rate | 50.0% | 75.5%-25.5pp | 71.6%-21.6pp | 80.8%-30.8pp |
| Annual return | 15.64% | 38.06%-22.4pp | 35.38%-19.7pp | 148.84%-133.2pp |
| Employer contribution / active EE | $2,351 | $2,911-19.2% | $2,629-10.6% | $4,248-44.7% |
| Participant deferral / active EE | $7,214 | $5,129+40.6% | $4,672+54.4% | $6,531+10.5% |
| Admin fee / account holder | $15,326 | $10,717+43.0% | $9,418+62.7% | $14,480+5.8% |