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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 | $83,823 | $83,485+0.4% | $125,180-33.0% | $72,983+14.9% |
| Participation rate | 58.1% | 73.3%-15.2pp | 79.8%-21.7pp | 69.5%-11.4pp |
| Annual return | 24.39% | 25.78%-1.4pp | 43.79%-19.4pp | 81.01%-56.6pp |
| Employer contribution / active EE | $1,306 | $2,346-44.3% | $3,866-66.2% | $2,440-46.5% |
| Participant deferral / active EE | $2,131 | $3,586-40.6% | $4,937-56.8% | $3,608-40.9% |
| Admin fee / account holder | $7,102 | $5,518+28.7% | $9,703-26.8% | $5,124+38.6% |