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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 | $99,633+6.3% | $183,328-42.2% | $82,448+28.5% |
| Participation rate | 58.6% | 70.8%-12.1pp | 77.3%-18.7pp | 68.1%-9.4pp |
| Annual return | 16.05% | 17.84%-1.8pp | 29.67%-13.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,845 | $3,256-12.6% | $5,055-43.7% | $2,551+11.5% |
| Participant deferral / active EE | $5,134 | $4,938+4.0% | $6,795-24.4% | $4,139+24.0% |
| Admin fee / account holder | $9,650 | $9,934-2.9% | $21,427-55.0% | $7,234+33.4% |