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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 | $121,297 | $101,798+19.2% | $165,071-26.5% | $80,935+49.9% |
| Participation rate | 57.7% | 71.8%-14.1pp | 78.6%-20.9pp | 67.7%-10.0pp |
| Annual return | 11.55% | 16.73%-5.2pp | 70.17%-58.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $2,842 | $2,954-3.8% | $4,347-34.6% | $2,757+3.1% |
| Participant deferral / active EE | $5,936 | $4,476+32.6% | $6,035-1.6% | $4,299+38.1% |
| Admin fee / account holder | $2,696 | $8,221-67.2% | $12,695-78.8% | $6,924-61.1% |