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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 | $129,780 | $154,228-15.9% | $145,433-10.8% | $137,256-5.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 15.65% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,361 | $4,804-50.9% | $4,554-48.2% | $4,156-43.2% |
| Participant deferral / active EE | $8,068 | $8,216-1.8% | $7,897+2.2% | $6,407+25.9% |
| Admin fee / account holder | $384 | $14,344-97.3% | $13,129-97.1% | $12,270-96.9% |