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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 | $98,970 | $87,166+13.5% | $76,735+29.0% | $137,256-27.9% |
| Participation rate | 56.5% | 74.4%-17.8pp | 69.5%-13.0pp | 80.0%-23.4pp |
| Annual return | 13.79% | 26.50%-12.7pp | 29.77%-16.0pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,585 | $2,904-11.0% | $2,454+5.3% | $4,156-37.8% |
| Participant deferral / active EE | $5,244 | $4,726+11.0% | $4,088+28.3% | $6,407-18.1% |
| Admin fee / account holder | $3,416 | $8,403-59.3% | $7,189-52.5% | $12,270-72.2% |