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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 | $101,085 | $101,778-0.7% | $164,975-38.7% | $80,925+24.9% |
| Participation rate | 38.0% | 71.8%-33.8pp | 78.6%-40.6pp | 67.7%-29.7pp |
| Annual return | 15.64% | 16.73%-1.1pp | 70.12%-54.5pp | 35.65%-20.0pp |
| Employer contribution / active EE | $2,126 | $2,954-28.0% | $4,343-51.0% | $2,756-22.9% |
| Participant deferral / active EE | $2,995 | $4,477-33.1% | $6,033-50.4% | $4,299-30.3% |
| Admin fee / account holder | $8,928 | $8,221+8.6% | $12,688-29.6% | $6,940+28.6% |