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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 | $127,071 | $123,478+2.9% | $216,567-41.3% | $94,015+35.2% |
| Participation rate | 51.2% | 75.1%-23.9pp | 81.6%-30.4pp | 70.8%-19.6pp |
| Annual return | 15.75% | 23.61%-7.9pp | 12.94%+2.8pp | 17.84%-2.1pp |
| Employer contribution / active EE | $1,090 | $3,136-65.2% | $5,216-79.1% | $2,790-60.9% |
| Participant deferral / active EE | $4,618 | $4,556+1.4% | $6,191-25.4% | $4,249+8.7% |
| Admin fee / account holder | $1,904 | $12,753-85.1% | $21,981-91.3% | $8,951-78.7% |