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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 | $122,535 | $126,636-3.2% | $312,151-60.7% | $116,462+5.2% |
| Participation rate | 48.1% | 82.6%-34.4pp | 89.1%-40.9pp | 74.7%-26.5pp |
| Annual return | 14.10% | 15.31%-1.2pp | 1.82%+12.3pp | 15.65%-1.5pp |
| Employer contribution / active EE | $1,934 | $3,444-43.8% | $8,031-75.9% | $3,231-40.2% |
| Participant deferral / active EE | $4,556 | $4,369+4.3% | $5,370-15.2% | $3,836+18.8% |
| Admin fee / account holder | $2,161 | $16,098-86.6% | $51,799-95.8% | $12,754-83.1% |