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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 | $108,503 | $99,345+9.2% | $84,753+28.0% | $273,972-60.4% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 10.77% | 22.93%-12.2pp | 22.78%-12.0pp | 41.46%-30.7pp |
| Employer contribution / active EE | $2,420 | $4,214-42.6% | $3,574-32.3% | $4,869-50.3% |
| Participant deferral / active EE | $4,003 | $4,270-6.3% | $3,712+7.8% | $5,287-24.3% |
| Admin fee / account holder | $3,186 | $6,645-52.1% | $5,333-40.3% | $10,133-68.6% |