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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 | $93,856 | $199,109-52.9% | $173,730-46.0% | $154,746-39.3% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 12.52% | 20.02%-7.5pp | 19.96%-7.4pp | 172.34%-159.8pp |
| Employer contribution / active EE | $2,128 | $5,311-59.9% | $4,577-53.5% | $4,379-51.4% |
| Participant deferral / active EE | $7,575 | $7,113+6.5% | $6,326+19.7% | $6,730+12.6% |
| Admin fee / account holder | $15,819 | $20,916-24.4% | $17,523-9.7% | $14,365+10.1% |