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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 | $157,163 | $177,156-11.3% | $147,027+6.9% | $154,746+1.6% |
| Participation rate | 68.4% | 79.4%-10.9pp | 73.7%-5.3pp | 80.7%-12.3pp |
| Annual return | 15.70% | 21.94%-6.2pp | 20.23%-4.5pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,644 | $4,336-62.1% | $3,626-54.7% | $4,379-62.5% |
| Participant deferral / active EE | $5,275 | $5,797-9.0% | $4,933+6.9% | $6,730-21.6% |
| Admin fee / account holder | $9,167 | $14,904-38.5% | $12,223-25.0% | $14,365-36.2% |