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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 | $74,532 | $78,197-4.7% | $98,090-24.0% | $82,637-9.8% |
| Participation rate | 50.0% | 77.5%-27.5pp | 81.5%-31.5pp | 68.1%-18.1pp |
| Annual return | 21.24% | 40.25%-19.0pp | 37.05%-15.8pp | 53.51%-32.3pp |
| Employer contribution / active EE | $3,565 | $2,605+36.9% | $3,606-1.2% | $2,552+39.7% |
| Participant deferral / active EE | $7,882 | $6,636+18.8% | $7,845+0.5% | $4,126+91.0% |
| Admin fee / account holder | $7,173 | $14,832-51.6% | $11,815-39.3% | $7,339-2.3% |