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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 | $120,421 | $79,894+50.7% | $135,792-11.3% | $82,637+45.7% |
| Participation rate | 52.4% | 63.0%-10.6pp | 72.6%-20.2pp | 68.1%-15.7pp |
| Annual return | 15.70% | 17.20%-1.5pp | 25.96%-10.3pp | 53.51%-37.8pp |
| Employer contribution / active EE | $2,631 | $2,165+21.5% | $3,496-24.7% | $2,552+3.1% |
| Participant deferral / active EE | $2,232 | $3,194-30.1% | $4,759-53.1% | $4,126-45.9% |
| Admin fee / account holder | $2,140 | $6,434-66.7% | $12,266-82.6% | $7,339-70.8% |