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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 | $101,752+5.0% | $164,928-35.2% | $80,911+32.0% |
| Participation rate | 24.6% | 71.8%-47.2pp | 78.6%-54.0pp | 67.6%-43.0pp |
| Annual return | 15.69% | 16.73%-1.0pp | 70.08%-54.4pp | 35.63%-19.9pp |
| Employer contribution / active EE | $1,949 | $2,953-34.0% | $4,343-55.1% | $2,756-29.3% |
| Participant deferral / active EE | $3,738 | $4,477-16.5% | $6,034-38.1% | $4,297-13.0% |
| Admin fee / account holder | $2,597 | $8,218-68.4% | $12,684-79.5% | $6,935-62.6% |