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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 | $130,152 | $136,860-4.9% | $120,344+8.2% | $154,746-15.9% |
| Participation rate | 55.6% | 79.9%-24.3pp | 76.7%-21.2pp | 80.7%-25.1pp |
| Annual return | 12.28% | 21.38%-9.1pp | 20.30%-8.0pp | 172.34%-160.1pp |
| Employer contribution / active EE | $2,150 | $3,533-39.2% | $3,020-28.8% | $4,379-50.9% |
| Participant deferral / active EE | $5,238 | $5,793-9.6% | $5,135+2.0% | $6,730-22.2% |
| Admin fee / account holder | $4,097 | $15,393-73.4% | $12,742-67.8% | $14,365-71.5% |