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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 | $109,381 | $39,132+179.5% | $57,196+91.2% | $62,881+73.9% |
| Participation rate | 52.1% | 70.5%-18.4pp | 75.3%-23.2pp | 69.3%-17.2pp |
| Annual return | 5.60% | 9.24%-3.6pp | 14.59%-9.0pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,235 | $1,874+19.3% | $2,683-16.7% | $2,281-2.0% |
| Participant deferral / active EE | $3,376 | $2,374+42.2% | $3,096+9.0% | $3,203+5.4% |
| Admin fee / account holder | $691 | $2,594-73.3% | $3,141-78.0% | $4,296-83.9% |