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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 | $177,377 | $78,015+127.4% | $178,505-0.6% | $80,959+119.1% |
| Participation rate | 46.7% | 65.7%-19.0pp | 77.1%-30.5pp | 67.7%-21.0pp |
| Annual return | 14.57% | 18.10%-3.5pp | 27.16%-12.6pp | 35.67%-21.1pp |
| Employer contribution / active EE | $2,422 | $2,281+6.2% | $3,955-38.8% | $2,757-12.1% |
| Participant deferral / active EE | $5,432 | $4,406+23.3% | $6,280-13.5% | $4,300+26.3% |
| Admin fee / account holder | $796 | $7,160-88.9% | $10,428-92.4% | $6,925-88.5% |