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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 | $120,075 | $110,137+9.0% | $161,149-25.5% | $82,637+45.3% |
| Participation rate | 41.9% | 72.4%-30.5pp | 78.8%-37.0pp | 68.1%-26.2pp |
| Annual return | 18.70% | 20.69%-2.0pp | 21.16%-2.5pp | 53.51%-34.8pp |
| Employer contribution / active EE | $1,618 | $2,856-43.4% | $4,360-62.9% | $2,552-36.6% |
| Participant deferral / active EE | $2,804 | $4,575-38.7% | $6,153-54.4% | $4,126-32.1% |
| Admin fee / account holder | $12,189 | $9,467+28.8% | $15,194-19.8% | $7,339+66.1% |