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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 | $114,554 | $123,000-6.9% | $105,582+8.5% | $198,609-42.3% |
| Participation rate | 61.5% | 76.8%-15.2pp | 71.8%-10.2pp | 82.4%-20.8pp |
| Annual return | 26.66% | 18.31%+8.3pp | 18.61%+8.0pp | 202.70%-176.0pp |
| Employer contribution / active EE | $2,349 | $3,582-34.4% | $2,984-21.3% | $5,055-53.5% |
| Participant deferral / active EE | $4,479 | $5,013-10.7% | $4,353+2.9% | $6,977-35.8% |
| Admin fee / account holder | $6,224 | $16,254-61.7% | $12,856-51.6% | $19,030-67.3% |