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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 | $121,889 | $104,098+17.1% | $140,514-13.3% | $94,015+29.6% |
| Participation rate | 49.0% | 73.7%-24.7pp | 77.8%-28.8pp | 70.8%-21.8pp |
| Annual return | 20.40% | 15.14%+5.3pp | 14.36%+6.0pp | 17.84%+2.6pp |
| Employer contribution / active EE | $2,193 | $2,388-8.2% | $3,378-35.1% | $2,790-21.4% |
| Participant deferral / active EE | $5,087 | $4,033+26.1% | $4,919+3.4% | $4,249+19.7% |
| Admin fee / account holder | $427 | $10,439-95.9% | $13,697-96.9% | $8,951-95.2% |