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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 | $101,752-14.0% | $164,928-47.0% | $80,911+8.1% |
| Participation rate | 52.1% | 71.8%-19.8pp | 78.6%-26.5pp | 67.6%-15.6pp |
| Annual return | 26.46% | 16.73%+9.7pp | 70.08%-43.6pp | 35.63%-9.2pp |
| Employer contribution / active EE | $2,802 | $2,953-5.1% | $4,343-35.5% | $2,756+1.7% |
| Participant deferral / active EE | $5,604 | $4,477+25.2% | $6,034-7.1% | $4,297+30.4% |
| Admin fee / account holder | $20,112 | $8,218+144.7% | $12,684+58.6% | $6,935+190.0% |