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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 | $114,399 | $108,825+5.1% | $156,181-26.8% | $82,448+38.8% |
| Participation rate | 59.3% | 72.4%-13.0pp | 78.8%-19.5pp | 68.1%-8.7pp |
| Annual return | 12.57% | 20.59%-8.0pp | 64.87%-52.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,286 | $2,870-20.4% | $4,294-46.8% | $2,551-10.4% |
| Participant deferral / active EE | $5,324 | $4,577+16.3% | $6,132-13.2% | $4,139+28.6% |
| Admin fee / account holder | $12,052 | $9,341+29.0% | $14,586-17.4% | $7,234+66.6% |