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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 | $109,606 | $97,550+12.4% | $120,344-8.9% | $87,485+25.3% |
| Participation rate | 49.1% | 72.8%-23.7pp | 76.7%-27.6pp | 68.9%-19.8pp |
| Annual return | 14.84% | 18.41%-3.6pp | 20.30%-5.5pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,858 | $2,291-18.9% | $3,020-38.5% | $2,596-28.4% |
| Participant deferral / active EE | $5,676 | $4,230+34.2% | $5,135+10.5% | $4,274+32.8% |
| Admin fee / account holder | $21,392 | $9,543+124.2% | $12,742+67.9% | $7,775+175.1% |