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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 | $86,189 | $94,439-8.7% | $73,658+17.0% | $154,746-44.3% |
| Participation rate | 54.5% | 64.7%-10.1pp | 57.0%-2.5pp | 80.7%-26.2pp |
| Annual return | 16.38% | 28.25%-11.9pp | 29.72%-13.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $6,161 | $1,257+390.0% | $1,032+496.8% | $4,379+40.7% |
| Participant deferral / active EE | $2,895 | $2,527+14.6% | $2,062+40.4% | $6,730-57.0% |
| Admin fee / account holder | $3,248 | $3,843-15.5% | $3,357-3.2% | $14,365-77.4% |