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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 | $76,906 | $65,246+17.9% | $98,716-22.1% | $67,986+13.1% |
| Participation rate | 41.4% | 51.4%-10.1pp | 69.3%-27.9pp | 57.2%-15.8pp |
| Annual return | 17.60% | 20.58%-3.0pp | 31.81%-14.2pp | 31.67%-14.1pp |
| Employer contribution / active EE | $2,048 | $1,042+96.5% | $2,279-10.1% | $2,019+1.5% |
| Participant deferral / active EE | $3,549 | $2,594+36.8% | $4,048-12.3% | $3,358+5.7% |
| Admin fee / account holder | $15,225 | $4,561+233.8% | $8,703+74.9% | $3,203+375.3% |