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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 | $112,338 | $72,027+56.0% | $185,835-39.5% | $79,852+40.7% |
| Participation rate | 54.3% | 65.8%-11.5pp | 78.0%-23.8pp | 69.6%-15.4pp |
| Annual return | 12.53% | 23.13%-10.6pp | 35.96%-23.4pp | 31.72%-19.2pp |
| Employer contribution / active EE | $2,058 | $1,965+4.7% | $4,087-49.7% | $2,471-16.7% |
| Participant deferral / active EE | $4,775 | $3,780+26.3% | $5,633-15.2% | $3,740+27.7% |
| Admin fee / account holder | $793 | $4,513-82.4% | $9,502-91.7% | $5,306-85.1% |