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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 | $142,111 | $69,444+104.6% | $92,985+52.8% | $87,485+62.4% |
| Participation rate | 50.0% | 63.3%-13.3pp | 69.5%-19.5pp | 68.9%-18.9pp |
| Annual return | 24.80% | 23.85%+1.0pp | 27.99%-3.2pp | 26.06%-1.3pp |
| Employer contribution / active EE | $534 | $1,917-72.2% | $2,662-80.0% | $2,596-79.5% |
| Participant deferral / active EE | $2,731 | $3,364-18.8% | $4,377-37.6% | $4,274-36.1% |
| Admin fee / account holder | $10,895 | $6,137+77.5% | $9,463+15.1% | $7,775+40.1% |