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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 | $186,283 | $184,014+1.2% | $161,149+15.6% | $138,895+34.1% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.8%-16.3pp | 79.9%-17.4pp |
| Annual return | 10.58% | 21.52%-10.9pp | 21.16%-10.6pp | 145.39%-134.8pp |
| Employer contribution / active EE | $1,176 | $5,055-76.7% | $4,360-73.0% | $4,194-72.0% |
| Participant deferral / active EE | $3,258 | $6,909-52.8% | $6,153-47.1% | $6,396-49.1% |
| Admin fee / account holder | $7,165 | $18,027-60.3% | $15,194-52.8% | $12,562-43.0% |