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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 | $87,166-10.3% | $76,735+1.8% | $137,256-43.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 24.92% | 26.50%-1.6pp | 29.77%-4.8pp | 220.34%-195.4pp |
| Employer contribution / active EE | $4,426 | $2,904+52.4% | $2,454+80.3% | $4,156+6.5% |
| Participant deferral / active EE | $11,810 | $4,726+149.9% | $4,088+188.9% | $6,407+84.3% |
| Admin fee / account holder | $2,895 | $8,403-65.5% | $7,189-59.7% | $12,270-76.4% |