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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 | $131,714 | $213,785-38.4% | $185,441-29.0% | $155,188-15.1% |
| Participation rate | 50.0% | 83.2%-33.2pp | 80.3%-30.3pp | 80.8%-30.8pp |
| Annual return | 12.94% | 19.97%-7.0pp | 20.16%-7.2pp | 148.84%-135.9pp |
| Employer contribution / active EE | $2,558 | $5,393-52.6% | $4,672-45.3% | $4,248-39.8% |
| Participant deferral / active EE | $6,313 | $6,864-8.0% | $6,152+2.6% | $6,531-3.3% |
| Admin fee / account holder | $10,653 | $21,134-49.6% | $17,890-40.5% | $14,480-26.4% |