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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 | $121,635 | $106,864+13.8% | $147,318-17.4% | $82,637+47.2% |
| Participation rate | 59.5% | 75.5%-16.0pp | 82.1%-22.6pp | 68.1%-8.6pp |
| Annual return | 23.22% | 27.49%-4.3pp | 70.43%-47.2pp | 53.51%-30.3pp |
| Employer contribution / active EE | $2,441 | $3,417-28.6% | $4,593-46.9% | $2,552-4.4% |
| Participant deferral / active EE | $3,237 | $6,496-50.2% | $7,906-59.1% | $4,126-21.5% |
| Admin fee / account holder | $13,119 | $8,415+55.9% | $13,708-4.3% | $7,339+78.8% |