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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 | $128,350 | $106,749+20.2% | $145,433-11.7% | $82,448+55.7% |
| Participation rate | 48.6% | 75.6%-27.0pp | 82.1%-33.5pp | 68.1%-19.4pp |
| Annual return | 23.56% | 27.59%-4.0pp | 66.58%-43.0pp | 41.64%-18.1pp |
| Employer contribution / active EE | $2,100 | $3,444-39.0% | $4,554-53.9% | $2,551-17.7% |
| Participant deferral / active EE | $6,445 | $6,519-1.1% | $7,897-18.4% | $4,139+55.7% |
| Admin fee / account holder | $1,393 | $8,390-83.4% | $13,129-89.4% | $7,234-80.7% |