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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 | $146,003 | $146,267-0.2% | $197,124-25.9% | $82,448+77.1% |
| Participation rate | 53.3% | 84.0%-30.7pp | 86.7%-33.4pp | 68.1%-14.7pp |
| Annual return | 20.31% | 29.61%-9.3pp | 44.34%-24.0pp | 41.64%-21.3pp |
| Employer contribution / active EE | $2,847 | $4,723-39.7% | $6,227-54.3% | $2,551+11.6% |
| Participant deferral / active EE | $5,358 | $7,035-23.8% | $9,135-41.3% | $4,139+29.4% |
| Admin fee / account holder | $639 | $14,422-95.6% | $16,298-96.1% | $7,234-91.2% |