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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 | $121,504 | $123,478-1.6% | $216,567-43.9% | $94,015+29.2% |
| Participation rate | 61.5% | 75.1%-13.6pp | 81.6%-20.1pp | 70.8%-9.3pp |
| Annual return | 13.33% | 23.61%-10.3pp | 12.94%+0.4pp | 17.84%-4.5pp |
| Employer contribution / active EE | $1,002 | $3,136-68.1% | $5,216-80.8% | $2,790-64.1% |
| Participant deferral / active EE | $4,333 | $4,556-4.9% | $6,191-30.0% | $4,249+2.0% |
| Admin fee / account holder | $2,281 | $12,753-82.1% | $21,981-89.6% | $8,951-74.5% |