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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 | $153,552 | $184,014-16.6% | $161,149-4.7% | $138,895+10.6% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 11.28% | 21.52%-10.2pp | 21.16%-9.9pp | 145.39%-134.1pp |
| Employer contribution / active EE | $2,330 | $5,055-53.9% | $4,360-46.6% | $4,194-44.4% |
| Participant deferral / active EE | $6,279 | $6,909-9.1% | $6,153+2.0% | $6,396-1.8% |
| Admin fee / account holder | $25,405 | $18,027+40.9% | $15,194+67.2% | $12,562+102.2% |