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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 | $108,987 | $99,633+9.4% | $183,328-40.6% | $82,448+32.2% |
| Participation rate | 62.5% | 70.8%-8.3pp | 77.3%-14.8pp | 68.1%-5.6pp |
| Annual return | 18.18% | 17.84%+0.3pp | 29.67%-11.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,183 | $3,256-33.0% | $5,055-56.8% | $2,551-14.4% |
| Participant deferral / active EE | $3,967 | $4,938-19.7% | $6,795-41.6% | $4,139-4.2% |
| Admin fee / account holder | $3,449 | $9,934-65.3% | $21,427-83.9% | $7,234-52.3% |