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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 | $135,973 | $109,620+24.0% | $148,496-8.4% | $94,015+44.6% |
| Participation rate | 48.6% | 71.3%-22.6pp | 76.0%-27.4pp | 70.8%-22.2pp |
| Annual return | 15.08% | 17.54%-2.5pp | 12.33%+2.8pp | 17.84%-2.8pp |
| Employer contribution / active EE | $1,414 | $2,618-46.0% | $3,497-59.6% | $2,790-49.3% |
| Participant deferral / active EE | $3,328 | $3,831-13.1% | $4,808-30.8% | $4,249-21.7% |
| Admin fee / account holder | $10,096 | $10,050+0.5% | $19,547-48.4% | $8,951+12.8% |