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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 | $106,739 | $93,057+14.7% | $153,500-30.5% | $80,925+31.9% |
| Participation rate | 51.4% | 69.0%-17.6pp | 77.1%-25.7pp | 67.7%-16.2pp |
| Annual return | 11.76% | 19.96%-8.2pp | 15.70%-3.9pp | 35.65%-23.9pp |
| Employer contribution / active EE | $2,444 | $3,507-30.3% | $5,039-51.5% | $2,756-11.3% |
| Participant deferral / active EE | $3,774 | $5,179-27.1% | $6,756-44.1% | $4,299-12.2% |
| Admin fee / account holder | $2,221 | $8,885-75.0% | $12,736-82.6% | $6,940-68.0% |