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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 | $117,783 | $75,541+55.9% | $152,093-22.6% | $82,637+42.5% |
| Participation rate | 54.8% | 66.5%-11.7pp | 77.8%-22.9pp | 68.1%-13.2pp |
| Annual return | 17.79% | 32.56%-14.8pp | 66.36%-48.6pp | 53.51%-35.7pp |
| Employer contribution / active EE | $2,684 | $2,622+2.3% | $4,175-35.7% | $2,552+5.2% |
| Participant deferral / active EE | $4,942 | $3,206+54.2% | $5,451-9.3% | $4,126+19.8% |
| Admin fee / account holder | $17,046 | $6,405+166.2% | $14,497+17.6% | $7,339+132.3% |