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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 | $105,407 | $138,312-23.8% | $122,979-14.3% | $155,188-32.1% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 16.07% | 22.06%-6.0pp | 20.12%-4.1pp | 148.84%-132.8pp |
| Employer contribution / active EE | $1,495 | $3,530-57.6% | $3,062-51.2% | $4,248-64.8% |
| Participant deferral / active EE | $3,214 | $5,592-42.5% | $5,003-35.8% | $6,531-50.8% |
| Admin fee / account holder | $5,468 | $15,089-63.8% | $12,864-57.5% | $14,480-62.2% |