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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 | $89,877 | $40,264+123.2% | $57,349+56.7% | $59,633+50.7% |
| Participation rate | 35.8% | 69.2%-33.3pp | 75.1%-39.2pp | 68.7%-32.8pp |
| Annual return | 2.38% | 27.51%-25.1pp | 24.40%-22.0pp | 2041.40%-2039.0pp |
| Employer contribution / active EE | $1,055 | $1,922-45.1% | $2,689-60.8% | $2,203-52.1% |
| Participant deferral / active EE | $1,715 | $2,400-28.6% | $3,162-45.8% | $3,192-46.3% |
| Admin fee / account holder | $4,412 | $2,819+56.5% | $3,356+31.5% | $4,297+2.7% |