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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 | $92,918 | $77,358+20.1% | $102,184-9.1% | $87,485+6.2% |
| Participation rate | 56.0% | 78.7%-22.7pp | 82.6%-26.6pp | 68.9%-12.9pp |
| Annual return | 15.69% | 41.11%-25.4pp | 31.58%-15.9pp | 26.06%-10.4pp |
| Employer contribution / active EE | $2,510 | $2,562-2.0% | $3,594-30.2% | $2,596-3.3% |
| Participant deferral / active EE | $5,086 | $6,753-24.7% | $8,309-38.8% | $4,274+19.0% |
| Admin fee / account holder | $2,528 | $6,809-62.9% | $11,609-78.2% | $7,775-67.5% |