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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 | $105,554 | $90,400+16.8% | $186,193-43.3% | $87,485+20.7% |
| Participation rate | 52.8% | 66.2%-13.4pp | 77.1%-24.3pp | 68.9%-16.2pp |
| Annual return | 19.12% | 22.15%-3.0pp | 78.03%-58.9pp | 26.06%-6.9pp |
| Employer contribution / active EE | $2,214 | $2,170+2.0% | $3,918-43.5% | $2,596-14.7% |
| Participant deferral / active EE | $4,400 | $4,330+1.6% | $6,513-32.4% | $4,274+3.0% |
| Admin fee / account holder | $1,768 | $8,673-79.6% | $11,058-84.0% | $7,775-77.3% |