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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 | $114,095 | $94,031+21.3% | $115,768-1.4% | $82,448+38.4% |
| Participation rate | 57.1% | 70.4%-13.3pp | 74.4%-17.3pp | 68.1%-10.9pp |
| Annual return | 13.84% | 20.61%-6.8pp | 100.46%-86.6pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,103 | $2,323-9.5% | $2,940-28.5% | $2,551-17.5% |
| Participant deferral / active EE | $2,882 | $3,972-27.4% | $4,917-41.4% | $4,139-30.4% |
| Admin fee / account holder | $12,085 | $10,249+17.9% | $12,439-2.8% | $7,234+67.1% |