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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 | $110,011 | $115,225-4.5% | $100,712+9.2% | $138,895-20.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 22.13% | 40.35%-18.2pp | 33.27%-11.1pp | 145.39%-123.3pp |
| Employer contribution / active EE | $3,840 | $2,771+38.6% | $2,313+66.0% | $4,194-8.4% |
| Participant deferral / active EE | $5,760 | $4,699+22.6% | $4,085+41.0% | $6,396-9.9% |
| Admin fee / account holder | $404 | $10,844-96.3% | $9,256-95.6% | $12,562-96.8% |