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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 | $90,190 | $56,894+58.5% | $84,753+6.4% | $62,881+43.4% |
| Participation rate | 63.2% | 68.5%-5.4pp | 76.6%-13.4pp | 69.3%-6.1pp |
| Annual return | 7.22% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,119 | $2,709+52.0% | $3,712+11.0% | $3,203+28.6% |
| Admin fee / account holder | $6,739 | $3,581+88.2% | $5,333+26.4% | $4,296+56.9% |