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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 | $87,474 | $101,795-14.1% | $165,100-47.0% | $80,959+8.0% |
| Participation rate | 52.1% | 71.8%-19.7pp | 78.6%-26.5pp | 67.7%-15.6pp |
| Annual return | 26.46% | 16.73%+9.7pp | 70.21%-43.7pp | 35.67%-9.2pp |
| Employer contribution / active EE | $2,802 | $2,954-5.1% | $4,348-35.6% | $2,757+1.6% |
| Participant deferral / active EE | $5,604 | $4,476+25.2% | $6,035-7.2% | $4,300+30.3% |
| Admin fee / account holder | $20,112 | $8,221+144.6% | $12,696+58.4% | $6,925+190.4% |