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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 | $119,426 | $101,795+17.3% | $165,100-27.7% | $80,959+47.5% |
| Participation rate | 51.9% | 71.8%-20.0pp | 78.6%-26.8pp | 67.7%-15.8pp |
| Annual return | 14.17% | 16.73%-2.6pp | 70.21%-56.0pp | 35.67%-21.5pp |
| Employer contribution / active EE | $2,382 | $2,954-19.3% | $4,348-45.2% | $2,757-13.6% |
| Participant deferral / active EE | $7,277 | $4,476+62.6% | $6,035+20.6% | $4,300+69.2% |
| Admin fee / account holder | $2,747 | $8,221-66.6% | $12,696-78.4% | $6,925-60.3% |