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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 | $86,009 | $93,617-8.1% | $135,982-36.7% | $75,177+14.4% |
| Participation rate | 54.5% | 75.2%-20.7pp | 81.9%-27.4pp | 67.2%-12.7pp |
| Annual return | 16.98% | 30.89%-13.9pp | 68.32%-51.3pp | 160.75%-143.8pp |
| Employer contribution / active EE | $2,100 | $3,538-40.6% | $4,859-56.8% | $2,671-21.4% |
| Participant deferral / active EE | $4,494 | $6,406-29.9% | $7,760-42.1% | $4,126+8.9% |
| Admin fee / account holder | $2,518 | $6,980-63.9% | $10,767-76.6% | $5,651-55.4% |