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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 | $106,824 | $101,798+4.9% | $165,071-35.3% | $80,935+32.0% |
| Participation rate | 24.6% | 71.8%-47.2pp | 78.6%-54.0pp | 67.7%-43.0pp |
| Annual return | 15.69% | 16.73%-1.0pp | 70.17%-54.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $1,949 | $2,954-34.0% | $4,347-55.2% | $2,757-29.3% |
| Participant deferral / active EE | $3,738 | $4,476-16.5% | $6,035-38.1% | $4,299-13.1% |
| Admin fee / account holder | $2,597 | $8,221-68.4% | $12,695-79.5% | $6,924-62.5% |