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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 | $146,103 | $88,996+64.2% | $78,004+87.3% | $138,895+5.2% |
| Participation rate | 55.6% | 74.4%-18.8pp | 69.4%-13.9pp | 79.9%-24.4pp |
| Annual return | 10.56% | 28.03%-17.5pp | 31.07%-20.5pp | 145.39%-134.8pp |
| Employer contribution / active EE | $712 | $2,917-75.6% | $2,469-71.2% | $4,194-83.0% |
| Participant deferral / active EE | $1,849 | $4,724-60.9% | $4,092-54.8% | $6,396-71.1% |
| Admin fee / account holder | $13,367 | $8,807+51.8% | $7,578+76.4% | $12,562+6.4% |