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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 | $114,003 | $184,014-38.0% | $161,149-29.3% | $138,895-17.9% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.8%-9.6pp | 79.9%-10.7pp |
| Annual return | 14.61% | 21.52%-6.9pp | 21.16%-6.5pp | 145.39%-130.8pp |
| Employer contribution / active EE | $1,448 | $5,055-71.4% | $4,360-66.8% | $4,194-65.5% |
| Participant deferral / active EE | $3,127 | $6,909-54.7% | $6,153-49.2% | $6,396-51.1% |
| Admin fee / account holder | $12,719 | $18,027-29.4% | $15,194-16.3% | $12,562+1.3% |