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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 | $101,183 | $79,557+27.2% | $118,746-14.8% | $70,126+44.3% |
| Participation rate | 55.0% | 71.4%-16.4pp | 78.3%-23.3pp | 69.5%-14.5pp |
| Annual return | 21.23% | 25.64%-4.4pp | 24.54%-3.3pp | 73.15%-51.9pp |
| Employer contribution / active EE | $2,114 | $2,861-26.1% | $4,193-49.6% | $2,343-9.8% |
| Participant deferral / active EE | $6,303 | $4,089+54.2% | $5,332+18.2% | $3,332+89.2% |
| Admin fee / account holder | $12,348 | $5,374+129.8% | $10,720+15.2% | $4,645+165.8% |