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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 | $162,504 | $77,962+108.4% | $178,540-9.0% | $80,935+100.8% |
| Participation rate | 52.0% | 65.7%-13.7pp | 77.1%-25.1pp | 67.7%-15.7pp |
| Annual return | 17.01% | 18.10%-1.1pp | 27.15%-10.1pp | 35.66%-18.6pp |
| Employer contribution / active EE | $2,061 | $2,280-9.6% | $3,953-47.9% | $2,757-25.3% |
| Participant deferral / active EE | $4,898 | $4,404+11.2% | $6,281-22.0% | $4,299+13.9% |
| Admin fee / account holder | $599 | $7,156-91.6% | $10,424-94.3% | $6,924-91.4% |