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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 | $83,588 | $78,015+7.1% | $178,505-53.2% | $80,959+3.2% |
| Participation rate | 47.8% | 65.7%-17.8pp | 77.1%-29.3pp | 67.7%-19.8pp |
| Annual return | 12.52% | 18.10%-5.6pp | 27.16%-14.6pp | 35.67%-23.1pp |
| Employer contribution / active EE | $2,261 | $2,281-0.9% | $3,955-42.8% | $2,757-18.0% |
| Participant deferral / active EE | $4,121 | $4,406-6.5% | $6,280-34.4% | $4,300-4.2% |
| Admin fee / account holder | $14,860 | $7,160+107.5% | $10,428+42.5% | $6,925+114.6% |