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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 | $102,348 | $76,407+34.0% | $150,298-31.9% | $82,448+24.1% |
| Participation rate | 52.4% | 66.4%-14.0pp | 77.8%-25.4pp | 68.1%-15.7pp |
| Annual return | 16.44% | 39.99%-23.6pp | 62.79%-46.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,277 | $2,614-12.9% | $4,154-45.2% | $2,551-10.7% |
| Participant deferral / active EE | $2,568 | $3,214-20.1% | $5,453-52.9% | $4,139-38.0% |
| Admin fee / account holder | $1,767 | $6,352-72.2% | $14,116-87.5% | $7,234-75.6% |