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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 | $91,969 | $136,860-32.8% | $120,344-23.6% | $154,746-40.6% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 21.85% | 21.38%+0.5pp | 20.30%+1.6pp | 172.34%-150.5pp |
| Employer contribution / active EE | $2,840 | $3,533-19.6% | $3,020-6.0% | $4,379-35.2% |
| Participant deferral / active EE | $19,628 | $5,793+238.8% | $5,135+282.2% | $6,730+191.6% |
| Admin fee / account holder | $17,131 | $15,393+11.3% | $12,742+34.4% | $14,365+19.2% |