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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 | $102,706 | $95,453+7.6% | $112,040-8.3% | $82,448+24.6% |
| Participation rate | 43.8% | 72.8%-29.0pp | 76.5%-32.7pp | 68.1%-24.3pp |
| Annual return | 36.60% | 23.92%+12.7pp | 24.52%+12.1pp | 41.64%-5.0pp |
| Employer contribution / active EE | $1,285 | $2,318-44.6% | $2,954-56.5% | $2,551-49.6% |
| Participant deferral / active EE | $2,471 | $4,224-41.5% | $5,098-51.5% | $4,139-40.3% |
| Admin fee / account holder | $1,043 | $9,013-88.4% | $12,098-91.4% | $7,234-85.6% |