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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 | $188,448 | $215,361-12.5% | $171,082+10.2% | $273,972-31.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 6.39% | 25.14%-18.8pp | 32.56%-26.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,892 | $4,967-41.8% | $4,002-27.7% | $4,869-40.6% |
| Participant deferral / active EE | $7,867 | $5,543+41.9% | $4,797+64.0% | $5,287+48.8% |
| Admin fee / account holder | $1,764 | $10,846-83.7% | $8,520-79.3% | $10,133-82.6% |