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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 | $83,582 | $95,404-12.4% | $113,397-26.3% | $82,637+1.1% |
| Participation rate | 48.0% | 72.8%-24.8pp | 76.5%-28.5pp | 68.1%-20.1pp |
| Annual return | 13.92% | 19.08%-5.2pp | 23.20%-9.3pp | 53.51%-39.6pp |
| Employer contribution / active EE | $2,272 | $2,307-1.5% | $2,977-23.7% | $2,552-11.0% |
| Participant deferral / active EE | $4,006 | $4,220-5.1% | $5,076-21.1% | $4,126-2.9% |
| Admin fee / account holder | $13,906 | $9,168+51.7% | $11,957+16.3% | $7,339+89.5% |