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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 | $94,002 | $77,569+21.2% | $115,599-18.7% | $64,097+46.7% |
| Participation rate | 44.3% | 60.7%-16.3pp | 74.3%-30.0pp | 55.2%-10.9pp |
| Annual return | 17.57% | 18.52%-0.9pp | 111.10%-93.5pp | 34.64%-17.1pp |
| Employer contribution / active EE | $2,170 | $1,915+13.3% | $2,955-26.6% | $1,891+14.7% |
| Participant deferral / active EE | $4,042 | $3,327+21.5% | $4,889-17.3% | $3,080+31.2% |
| Admin fee / account holder | $3,110 | $4,470-30.4% | $12,841-75.8% | $3,454-10.0% |