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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 | $154,773 | $167,415-7.6% | $140,514+10.1% | $198,609-22.1% |
| Participation rate | 66.7% | 80.9%-14.2pp | 77.8%-11.1pp | 82.4%-15.7pp |
| Annual return | 15.00% | 13.85%+1.2pp | 14.36%+0.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $2,305 | $4,088-43.6% | $3,378-31.8% | $5,055-54.4% |
| Participant deferral / active EE | $18,394 | $5,579+229.7% | $4,919+274.0% | $6,977+163.6% |
| Admin fee / account holder | $1,009 | $16,730-94.0% | $13,697-92.6% | $19,030-94.7% |