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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 | $101,778+17.3% | $164,975-27.6% | $80,925+47.6% |
| Participation rate | 51.9% | 71.8%-20.0pp | 78.6%-26.8pp | 67.7%-15.8pp |
| Annual return | 14.17% | 16.73%-2.6pp | 70.12%-56.0pp | 35.65%-21.5pp |
| Employer contribution / active EE | $2,382 | $2,954-19.4% | $4,343-45.1% | $2,756-13.6% |
| Participant deferral / active EE | $7,277 | $4,477+62.6% | $6,033+20.6% | $4,299+69.3% |
| Admin fee / account holder | $2,747 | $8,221-66.6% | $12,688-78.4% | $6,940-60.4% |