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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 | $78,520+18.3% | $96,576-3.8% | $82,448+12.7% |
| Participation rate | 56.0% | 77.7%-21.7pp | 81.4%-25.4pp | 68.1%-12.1pp |
| Annual return | 15.69% | 41.30%-25.6pp | 38.47%-22.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,510 | $2,630-4.6% | $3,553-29.4% | $2,551-1.6% |
| Participant deferral / active EE | $5,086 | $6,754-24.7% | $7,956-36.1% | $4,139+22.9% |
| Admin fee / account holder | $2,528 | $13,455-81.2% | $11,381-77.8% | $7,234-65.1% |