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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 | $95,548 | $56,894+67.9% | $84,753+12.7% | $62,881+52.0% |
| Participation rate | 44.1% | 68.5%-24.4pp | 76.6%-32.5pp | 69.3%-25.2pp |
| Annual return | 7.76% | 6.30%+1.5pp | 22.78%-15.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,926 | $2,400-19.7% | $3,574-46.1% | $2,281-15.6% |
| Participant deferral / active EE | $4,568 | $2,709+68.6% | $3,712+23.1% | $3,203+42.6% |
| Admin fee / account holder | $456 | $3,581-87.3% | $5,333-91.4% | $4,296-89.4% |