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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 | $161,122 | $163,487-1.4% | $269,529-40.2% | $132,820+21.3% |
| Participation rate | 44.4% | 74.1%-29.6pp | 82.8%-38.4pp | 74.3%-29.8pp |
| Annual return | 11.86% | 15.72%-3.9pp | -4.31%+16.2pp | 14.82%-3.0pp |
| Employer contribution / active EE | $1,778 | $4,877-63.5% | $8,701-79.6% | $4,144-57.1% |
| Participant deferral / active EE | $3,706 | $4,352-14.9% | $4,900-24.4% | $3,980-6.9% |
| Admin fee / account holder | $6,842 | $13,259-48.4% | $15,286-55.2% | $11,722-41.6% |