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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 | $107,962 | $106,749+1.1% | $145,433-25.8% | $82,448+30.9% |
| Participation rate | 54.4% | 75.6%-21.2pp | 82.1%-27.7pp | 68.1%-13.7pp |
| Annual return | 18.46% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,168 | $3,444-37.1% | $4,554-52.4% | $2,551-15.0% |
| Participant deferral / active EE | $4,801 | $6,519-26.3% | $7,897-39.2% | $4,139+16.0% |
| Admin fee / account holder | $1,613 | $8,390-80.8% | $13,129-87.7% | $7,234-77.7% |