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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 | $130,270 | $78,013+67.0% | $178,449-27.0% | $80,911+61.0% |
| Participation rate | 47.1% | 65.7%-18.6pp | 77.1%-30.0pp | 67.6%-20.6pp |
| Annual return | 17.36% | 18.07%-0.7pp | 27.09%-9.7pp | 35.63%-18.3pp |
| Employer contribution / active EE | $2,810 | $2,287+22.9% | $3,951-28.9% | $2,756+2.0% |
| Participant deferral / active EE | $6,099 | $4,408+38.4% | $6,277-2.8% | $4,297+41.9% |
| Admin fee / account holder | $8,929 | $7,166+24.6% | $10,362-13.8% | $6,935+28.8% |