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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 | $89,192 | $110,410-19.2% | $102,437-12.9% | $145,897-38.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 16.02% | 24.85%-8.8pp | 24.95%-8.9pp | 552.29%-536.3pp |
| Employer contribution / active EE | $3,104 | $4,217-26.4% | $3,871-19.8% | $4,663-33.4% |
| Participant deferral / active EE | $8,454 | $5,622+50.4% | $5,060+67.1% | $6,689+26.4% |
| Admin fee / account holder | $3,675 | $9,745-62.3% | $8,388-56.2% | $13,390-72.6% |