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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 | $99,595 | $59,440+67.6% | $78,004+27.7% | $82,637+20.5% |
| Participation rate | 36.7% | 62.8%-26.2pp | 69.4%-32.8pp | 68.1%-31.4pp |
| Annual return | 14.24% | 40.24%-26.0pp | 31.07%-16.8pp | 53.51%-39.3pp |
| Employer contribution / active EE | $1,676 | $1,750-4.3% | $2,469-32.1% | $2,552-34.3% |
| Participant deferral / active EE | $3,599 | $3,138+14.7% | $4,092-12.1% | $4,126-12.8% |
| Admin fee / account holder | $13,620 | $5,504+147.4% | $7,578+79.7% | $7,339+85.6% |