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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 | $106,524+1.3% | $152,301-29.1% | $87,485+23.4% |
| Participation rate | 54.4% | 75.8%-21.3pp | 82.4%-28.0pp | 68.9%-14.5pp |
| Annual return | 18.46% | 26.89%-8.4pp | 80.50%-62.0pp | 26.06%-7.6pp |
| Employer contribution / active EE | $2,168 | $3,371-35.7% | $4,624-53.1% | $2,596-16.5% |
| Participant deferral / active EE | $4,801 | $6,525-26.4% | $8,004-40.0% | $4,274+12.3% |
| Admin fee / account holder | $1,613 | $8,287-80.5% | $14,398-88.8% | $7,775-79.3% |