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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 | $102,369 | $101,778+0.6% | $164,975-37.9% | $80,925+26.5% |
| Participation rate | 53.1% | 71.8%-18.7pp | 78.6%-25.5pp | 67.7%-14.5pp |
| Annual return | 12.69% | 16.73%-4.0pp | 70.12%-57.4pp | 35.65%-23.0pp |
| Employer contribution / active EE | $2,111 | $2,954-28.5% | $4,343-51.4% | $2,756-23.4% |
| Participant deferral / active EE | $5,705 | $4,477+27.4% | $6,033-5.4% | $4,299+32.7% |
| Admin fee / account holder | $1,847 | $8,221-77.5% | $12,688-85.4% | $6,940-73.4% |