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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 | $115,068 | $123,000-6.4% | $105,582+9.0% | $198,609-42.1% |
| Participation rate | 60.0% | 76.8%-16.8pp | 71.8%-11.8pp | 82.4%-22.4pp |
| Annual return | 14.50% | 18.31%-3.8pp | 18.61%-4.1pp | 202.70%-188.2pp |
| Employer contribution / active EE | $4,336 | $3,582+21.1% | $2,984+45.3% | $5,055-14.2% |
| Participant deferral / active EE | $8,985 | $5,013+79.2% | $4,353+106.4% | $6,977+28.8% |
| Admin fee / account holder | $634 | $16,254-96.1% | $12,856-95.1% | $19,030-96.7% |