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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 | $105,305 | $97,550+7.9% | $120,344-12.5% | $87,485+20.4% |
| Participation rate | 57.1% | 72.8%-15.7pp | 76.7%-19.6pp | 68.9%-11.8pp |
| Annual return | 14.04% | 18.41%-4.4pp | 20.30%-6.3pp | 26.06%-12.0pp |
| Employer contribution / active EE | $2,147 | $2,291-6.3% | $3,020-28.9% | $2,596-17.3% |
| Participant deferral / active EE | $3,649 | $4,230-13.7% | $5,135-28.9% | $4,274-14.6% |
| Admin fee / account holder | $4,613 | $9,543-51.7% | $12,742-63.8% | $7,775-40.7% |