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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 | $80,950 | $87,166-7.1% | $76,735+5.5% | $137,256-41.0% |
| Participation rate | 41.2% | 74.4%-33.2pp | 69.5%-28.3pp | 80.0%-38.8pp |
| Annual return | 12.14% | 26.50%-14.4pp | 29.77%-17.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,273 | $2,904-56.2% | $2,454-48.1% | $4,156-69.4% |
| Participant deferral / active EE | $3,832 | $4,726-18.9% | $4,088-6.3% | $6,407-40.2% |
| Admin fee / account holder | $12,123 | $8,403+44.3% | $7,189+68.6% | $12,270-1.2% |