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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 | $124,845 | $115,931+7.7% | $185,441-32.7% | $86,983+43.5% |
| Participation rate | 62.1% | 73.6%-11.6pp | 80.3%-18.2pp | 69.5%-7.5pp |
| Annual return | 14.20% | 21.47%-7.3pp | 20.16%-6.0pp | 25.83%-11.6pp |
| Employer contribution / active EE | $1,475 | $2,937-49.8% | $4,672-68.4% | $2,584-42.9% |
| Participant deferral / active EE | $3,400 | $4,551-25.3% | $6,152-44.7% | $4,194-18.9% |
| Admin fee / account holder | $10,866 | $10,687+1.7% | $17,890-39.3% | $7,856+38.3% |