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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 | $145,178 | $138,312+5.0% | $122,979+18.1% | $155,188-6.5% |
| Participation rate | 54.2% | 80.2%-26.0pp | 77.2%-23.0pp | 80.8%-26.6pp |
| Annual return | 16.21% | 22.06%-5.9pp | 20.12%-3.9pp | 148.84%-132.6pp |
| Employer contribution / active EE | $2,638 | $3,530-25.3% | $3,062-13.9% | $4,248-37.9% |
| Participant deferral / active EE | $7,731 | $5,592+38.2% | $5,003+54.5% | $6,531+18.4% |
| Admin fee / account holder | $2,173 | $15,089-85.6% | $12,864-83.1% | $14,480-85.0% |