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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 | $90,390 | $45,312+99.5% | $86,233+4.8% | $67,986+33.0% |
| Participation rate | 36.4% | 42.4%-6.0pp | 69.0%-32.6pp | 57.2%-20.8pp |
| Annual return | 15.53% | 24.79%-9.3pp | 61.39%-45.9pp | 31.67%-16.1pp |
| Employer contribution / active EE | $1,348 | $1,160+16.3% | $2,504-46.2% | $2,019-33.2% |
| Participant deferral / active EE | $2,667 | $2,185+22.1% | $4,559-41.5% | $3,358-20.6% |
| Admin fee / account holder | $4,108 | $3,295+24.7% | $8,342-50.8% | $3,203+28.2% |