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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 | $112,533 | $87,059+29.3% | $105,608+6.6% | $80,925+39.1% |
| Participation rate | 54.2% | 70.4%-16.3pp | 75.3%-21.1pp | 67.7%-13.5pp |
| Annual return | 11.31% | 17.05%-5.7pp | 116.50%-105.2pp | 35.65%-24.3pp |
| Employer contribution / active EE | $2,102 | $2,396-12.3% | $3,167-33.6% | $2,756-23.7% |
| Participant deferral / active EE | $6,281 | $3,986+57.6% | $5,010+25.4% | $4,299+46.1% |
| Admin fee / account holder | $1,764 | $8,443-79.1% | $11,028-84.0% | $6,940-74.6% |