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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 | $167,415-22.3% | $140,514-7.4% | $198,609-34.5% |
| Participation rate | 55.6% | 80.9%-25.3pp | 77.8%-22.2pp | 82.4%-26.8pp |
| Annual return | 12.28% | 13.85%-1.6pp | 14.36%-2.1pp | 202.70%-190.4pp |
| Employer contribution / active EE | $2,150 | $4,088-47.4% | $3,378-36.4% | $5,055-57.5% |
| Participant deferral / active EE | $5,238 | $5,579-6.1% | $4,919+6.5% | $6,977-24.9% |
| Admin fee / account holder | $4,097 | $16,730-75.5% | $13,697-70.1% | $19,030-78.5% |