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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 | $137,680 | $138,312-0.5% | $122,979+12.0% | $155,188-11.3% |
| Participation rate | 63.2% | 80.2%-17.0pp | 77.2%-14.0pp | 80.8%-17.6pp |
| Annual return | 13.76% | 22.06%-8.3pp | 20.12%-6.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $2,207 | $3,530-37.5% | $3,062-27.9% | $4,248-48.0% |
| Participant deferral / active EE | $9,737 | $5,592+74.1% | $5,003+94.6% | $6,531+49.1% |
| Admin fee / account holder | $366 | $15,089-97.6% | $12,864-97.2% | $14,480-97.5% |