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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 | $115,898 | $81,358+42.5% | $155,556-25.5% | $80,959+43.2% |
| Participation rate | 52.8% | 66.3%-13.5pp | 78.2%-25.4pp | 67.7%-14.9pp |
| Annual return | 13.36% | 33.39%-20.0pp | 64.84%-51.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $2,785 | $3,106-10.4% | $4,675-40.4% | $2,757+1.0% |
| Participant deferral / active EE | $3,810 | $3,455+10.3% | $5,631-32.3% | $4,300-11.4% |
| Admin fee / account holder | $2,594 | $7,994-67.6% | $15,885-83.7% | $6,925-62.5% |