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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 | $81,791 | $103,164-20.7% | $90,259-9.4% | $154,746-47.1% |
| Participation rate | 50.0% | 76.1%-26.1pp | 70.7%-20.7pp | 80.7%-30.7pp |
| Annual return | 18.10% | 19.25%-1.2pp | 18.88%-0.8pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,315 | $2,532-48.0% | $2,291-42.6% | $4,379-70.0% |
| Participant deferral / active EE | $4,605 | $4,422+4.1% | $3,827+20.3% | $6,730-31.6% |
| Admin fee / account holder | $19,882 | $8,593+131.4% | $7,267+173.6% | $14,365+38.4% |