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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 | $128,775 | $124,425+3.5% | $112,040+14.9% | $137,256-6.2% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 17.11% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,222 | $3,411-64.2% | $2,954-58.6% | $4,156-70.6% |
| Participant deferral / active EE | $3,180 | $5,718-44.4% | $5,098-37.6% | $6,407-50.4% |
| Admin fee / account holder | $14,078 | $15,207-7.4% | $12,098+16.4% | $12,270+14.7% |