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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 | $107,608 | $112,729-4.5% | $98,716+9.0% | $137,256-21.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 12.97% | 38.48%-25.5pp | 31.81%-18.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,000 | $2,725-26.6% | $2,279-12.2% | $4,156-51.9% |
| Participant deferral / active EE | $5,000 | $4,640+7.8% | $4,048+23.5% | $6,407-22.0% |
| Admin fee / account holder | $2,143 | $10,129-78.8% | $8,703-75.4% | $12,270-82.5% |