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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 | $105,908 | $100,784+5.1% | $191,597-44.7% | $82,637+28.2% |
| Participation rate | 58.6% | 70.5%-11.8pp | 76.9%-18.3pp | 68.1%-9.4pp |
| Annual return | 16.05% | 18.13%-2.1pp | 27.07%-11.0pp | 53.51%-37.5pp |
| Employer contribution / active EE | $2,845 | $3,102-8.3% | $5,025-43.4% | $2,552+11.5% |
| Participant deferral / active EE | $5,134 | $4,937+4.0% | $6,850-25.0% | $4,126+24.4% |
| Admin fee / account holder | $9,650 | $10,062-4.1% | $22,799-57.7% | $7,339+31.5% |