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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 | $100,125 | $114,013-12.2% | $103,693-3.4% | $155,188-35.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 15.48% | 49.31%-33.8pp | 47.61%-32.1pp | 148.84%-133.4pp |
| Employer contribution / active EE | $3,023 | $3,131-3.5% | $2,920+3.5% | $4,248-28.8% |
| Participant deferral / active EE | $6,569 | $4,970+32.2% | $4,579+43.4% | $6,531+0.6% |
| Admin fee / account holder | $52,687 | $8,407+526.7% | $7,858+570.5% | $14,480+263.9% |