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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 | $139,666 | $76,834+81.8% | $108,359+28.9% | $87,485+59.6% |
| Participation rate | 54.5% | 61.7%-7.2pp | 70.1%-15.6pp | 68.9%-14.4pp |
| Annual return | 16.30% | 19.09%-2.8pp | 36.89%-20.6pp | 26.06%-9.8pp |
| Employer contribution / active EE | $1,388 | $1,556-10.8% | $2,399-42.2% | $2,596-46.6% |
| Participant deferral / active EE | $2,980 | $3,100-3.9% | $4,137-28.0% | $4,274-30.3% |
| Admin fee / account holder | $7,595 | $6,537+16.2% | $9,741-22.0% | $7,775-2.3% |