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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 | $124,980-13.9% | $108,359-0.7% | $154,746-30.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 12.97% | 45.00%-32.0pp | 36.89%-23.9pp | 172.34%-159.4pp |
| Employer contribution / active EE | $2,000 | $2,851-29.8% | $2,399-16.6% | $4,379-54.3% |
| Participant deferral / active EE | $5,000 | $4,743+5.4% | $4,137+20.9% | $6,730-25.7% |
| Admin fee / account holder | $2,143 | $11,502-81.4% | $9,741-78.0% | $14,365-85.1% |