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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 | $113,085 | $123,793-8.7% | $177,827-36.4% | $79,858+41.6% |
| Participation rate | 45.2% | 84.7%-39.5pp | 87.7%-42.6pp | 69.6%-24.5pp |
| Annual return | 18.26% | 22.82%-4.6pp | 48.32%-30.1pp | 31.72%-13.5pp |
| Employer contribution / active EE | $2,567 | $4,095-37.3% | $5,918-56.6% | $2,471+3.9% |
| Participant deferral / active EE | $4,211 | $5,956-29.3% | $7,713-45.4% | $3,740+12.6% |
| Admin fee / account holder | $6,254 | $7,243-13.7% | $12,429-49.7% | $5,306+17.9% |