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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 | $113,227 | $118,496-4.4% | $98,461+15.0% | $139,466-18.8% |
| Participation rate | 50.0% | 77.5%-27.5pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 14.86% | 18.96%-4.1pp | 21.17%-6.3pp | 373.66%-358.8pp |
| Employer contribution / active EE | $2,112 | $3,611-41.5% | $3,049-30.7% | $4,754-55.6% |
| Participant deferral / active EE | $6,300 | $5,393+16.8% | $4,738+33.0% | $6,712-6.1% |
| Admin fee / account holder | $7,982 | $14,056-43.2% | $8,961-10.9% | $11,409-30.0% |