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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 | $78,154 | $88,996-12.2% | $78,004+0.2% | $138,895-43.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.4%-19.4pp | 79.9%-29.9pp |
| Annual return | 24.92% | 28.03%-3.1pp | 31.07%-6.1pp | 145.39%-120.5pp |
| Employer contribution / active EE | $4,426 | $2,917+51.7% | $2,469+79.3% | $4,194+5.5% |
| Participant deferral / active EE | $11,810 | $4,724+150.0% | $4,092+188.6% | $6,396+84.6% |
| Admin fee / account holder | $2,895 | $8,807-67.1% | $7,578-61.8% | $12,562-77.0% |