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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 | $116,256 | $118,467-1.9% | $98,450+18.1% | $139,456-16.6% |
| Participation rate | 50.0% | 77.5%-27.5pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 20.32% | 18.95%+1.4pp | 21.16%-0.8pp | 373.45%-353.1pp |
| Employer contribution / active EE | $1,287 | $3,611-64.4% | $3,049-57.8% | $4,753-72.9% |
| Participant deferral / active EE | $2,383 | $5,393-55.8% | $4,739-49.7% | $6,711-64.5% |
| Admin fee / account holder | $20,644 | $14,057+46.9% | $8,961+130.4% | $11,407+81.0% |