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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 | $123,874 | $80,855+53.2% | $153,416-19.3% | $86,983+42.4% |
| Participation rate | 52.5% | 64.1%-11.6pp | 74.3%-21.8pp | 69.5%-17.0pp |
| Annual return | 16.04% | 16.18%-0.1pp | 17.84%-1.8pp | 25.83%-9.8pp |
| Employer contribution / active EE | $1,772 | $2,308-23.2% | $3,764-52.9% | $2,584-31.4% |
| Participant deferral / active EE | $5,814 | $3,333+74.5% | $4,723+23.1% | $4,194+38.6% |
| Admin fee / account holder | $12,242 | $6,908+77.2% | $13,095-6.5% | $7,856+55.8% |