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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 | $134,221 | $123,478+8.7% | $216,567-38.0% | $94,015+42.8% |
| Participation rate | 56.7% | 75.1%-18.4pp | 81.6%-25.0pp | 70.8%-14.2pp |
| Annual return | 16.89% | 23.61%-6.7pp | 12.94%+4.0pp | 17.84%-0.9pp |
| Employer contribution / active EE | $2,161 | $3,136-31.1% | $5,216-58.6% | $2,790-22.5% |
| Participant deferral / active EE | $4,409 | $4,556-3.2% | $6,191-28.8% | $4,249+3.7% |
| Admin fee / account holder | $379 | $12,753-97.0% | $21,981-98.3% | $8,951-95.8% |