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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 | $93,417 | $93,598-0.2% | $135,974-31.3% | $75,173+24.3% |
| Participation rate | 56.6% | 75.2%-18.6pp | 81.9%-25.3pp | 67.2%-10.6pp |
| Annual return | 19.22% | 30.89%-11.7pp | 68.30%-49.1pp | 160.72%-141.5pp |
| Employer contribution / active EE | $1,178 | $3,538-66.7% | $4,859-75.8% | $2,671-55.9% |
| Participant deferral / active EE | $6,502 | $6,405+1.5% | $7,760-16.2% | $4,126+57.6% |
| Admin fee / account holder | $4,430 | $6,978-36.5% | $10,767-58.9% | $5,651-21.6% |