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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 | $128,251 | $138,312-7.3% | $122,979+4.3% | $155,188-17.4% |
| Participation rate | 60.0% | 80.2%-20.2pp | 77.2%-17.2pp | 80.8%-20.8pp |
| Annual return | 15.03% | 22.06%-7.0pp | 20.12%-5.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $1,770 | $3,530-49.9% | $3,062-42.2% | $4,248-58.3% |
| Participant deferral / active EE | $8,050 | $5,592+43.9% | $5,003+60.9% | $6,531+23.3% |
| Admin fee / account holder | $1,215 | $15,089-91.9% | $12,864-90.6% | $14,480-91.6% |