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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 | $92,811+14.1% | $238,191-55.5% | $86,983+21.8% |
| Participation rate | 58.6% | 69.3%-10.7pp | 77.1%-18.5pp | 69.5%-10.9pp |
| Annual return | 16.05% | 16.16%-0.1pp | 13.02%+3.0pp | 25.83%-9.8pp |
| Employer contribution / active EE | $2,845 | $2,728+4.3% | $5,082-44.0% | $2,584+10.1% |
| Participant deferral / active EE | $5,134 | $4,479+14.6% | $6,726-23.7% | $4,194+22.4% |
| Admin fee / account holder | $9,650 | $9,177+5.2% | $34,582-72.1% | $7,856+22.8% |