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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 | $96,091 | $49,791+93.0% | $78,210+22.9% | $70,131+37.0% |
| Participation rate | 52.3% | 62.3%-10.0pp | 68.7%-16.5pp | 69.5%-17.3pp |
| Annual return | 15.43% | 20.75%-5.3pp | 40.90%-25.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,965 | $1,430+37.4% | $2,034-3.4% | $2,342-16.1% |
| Participant deferral / active EE | $0 | $2,150-100.0% | $2,823-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,049 | $3,181-67.0% | $3,758-72.1% | $4,645-77.4% |