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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 | $94,801 | $57,590+64.6% | $86,233+9.9% | $82,448+15.0% |
| Participation rate | 68.9% | 57.9%+11.0pp | 69.0%-0.1pp | 68.1%+0.8pp |
| Annual return | 13.77% | 22.41%-8.6pp | 61.39%-47.6pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,166 | $3,080+67.7% | $4,559+13.3% | $4,139+24.8% |
| Admin fee / account holder | $429 | $4,730-90.9% | $8,342-94.9% | $7,234-94.1% |