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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 | $102,955 | $83,485+23.3% | $125,180-17.8% | $72,983+41.1% |
| Participation rate | 57.1% | 73.3%-16.2pp | 79.8%-22.6pp | 69.5%-12.3pp |
| Annual return | 21.10% | 25.78%-4.7pp | 43.79%-22.7pp | 81.01%-59.9pp |
| Employer contribution / active EE | $2,228 | $2,346-5.0% | $3,866-42.4% | $2,440-8.7% |
| Participant deferral / active EE | $4,019 | $3,586+12.1% | $4,937-18.6% | $3,608+11.4% |
| Admin fee / account holder | $10,511 | $5,518+90.5% | $9,703+8.3% | $5,124+105.1% |