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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 | $80,668 | $106,749-24.4% | $145,433-44.5% | $82,448-2.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 26.65% | 27.59%-0.9pp | 66.58%-39.9pp | 41.64%-15.0pp |
| Employer contribution / active EE | $2,092 | $3,444-39.3% | $4,554-54.1% | $2,551-18.0% |
| Participant deferral / active EE | $3,949 | $6,519-39.4% | $7,897-50.0% | $4,139-4.6% |
| Admin fee / account holder | $12,904 | $8,390+53.8% | $13,129-1.7% | $7,234+78.4% |