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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 | $118,032 | $106,749+10.6% | $145,433-18.8% | $82,448+43.2% |
| Participation rate | 55.7% | 75.6%-20.0pp | 82.1%-26.4pp | 68.1%-12.4pp |
| Annual return | 19.97% | 27.59%-7.6pp | 66.58%-46.6pp | 41.64%-21.7pp |
| Employer contribution / active EE | $2,650 | $3,444-23.1% | $4,554-41.8% | $2,551+3.9% |
| Participant deferral / active EE | $4,585 | $6,519-29.7% | $7,897-41.9% | $4,139+10.8% |
| Admin fee / account holder | $2,207 | $8,390-73.7% | $13,129-83.2% | $7,234-69.5% |