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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 | $128,775 | $167,415-23.1% | $140,514-8.4% | $198,609-35.2% |
| Participation rate | 50.0% | 80.9%-30.9pp | 77.8%-27.8pp | 82.4%-32.4pp |
| Annual return | 17.11% | 13.85%+3.3pp | 14.36%+2.8pp | 202.70%-185.6pp |
| Employer contribution / active EE | $1,222 | $4,088-70.1% | $3,378-63.8% | $5,055-75.8% |
| Participant deferral / active EE | $3,180 | $5,579-43.0% | $4,919-35.3% | $6,977-54.4% |
| Admin fee / account holder | $14,078 | $16,730-15.9% | $13,697+2.8% | $19,030-26.0% |