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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 | $87,816 | $59,123+48.5% | $77,183+13.8% | $75,181+16.8% |
| Participation rate | 53.6% | 63.9%-10.3pp | 69.6%-16.0pp | 67.2%-13.6pp |
| Annual return | 16.74% | 26.72%-10.0pp | 37.89%-21.2pp | 160.69%-143.9pp |
| Employer contribution / active EE | $2,262 | $1,996+13.3% | $2,534-10.7% | $2,671-15.3% |
| Participant deferral / active EE | $2,485 | $2,999-17.2% | $3,833-35.2% | $4,126-39.8% |
| Admin fee / account holder | $329 | $4,776-93.1% | $5,475-94.0% | $5,650-94.2% |