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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 | $89,139 | $56,894+56.7% | $84,753+5.2% | $62,881+41.8% |
| Participation rate | 60.0% | 68.5%-8.5pp | 76.6%-16.6pp | 69.3%-9.3pp |
| Annual return | 7.28% | 6.30%+1.0pp | 22.78%-15.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,685 | $2,400+53.6% | $3,574+3.1% | $2,281+61.6% |
| Participant deferral / active EE | $4,459 | $2,709+64.6% | $3,712+20.1% | $3,203+39.2% |
| Admin fee / account holder | $924 | $3,581-74.2% | $5,333-82.7% | $4,296-78.5% |