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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 | $111,386 | $106,864+4.2% | $147,318-24.4% | $82,637+34.8% |
| Participation rate | 42.3% | 75.5%-33.2pp | 82.1%-39.8pp | 68.1%-25.7pp |
| Annual return | 19.67% | 27.49%-7.8pp | 70.43%-50.8pp | 53.51%-33.8pp |
| Employer contribution / active EE | $1,775 | $3,417-48.1% | $4,593-61.4% | $2,552-30.5% |
| Participant deferral / active EE | $5,722 | $6,496-11.9% | $7,906-27.6% | $4,126+38.7% |
| Admin fee / account holder | $4,024 | $8,415-52.2% | $13,708-70.6% | $7,339-45.2% |