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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 | $80,306 | $45,050+78.3% | $63,018+27.4% | $70,126+14.5% |
| Participation rate | 64.0% | 69.5%-5.5pp | 74.8%-10.8pp | 69.5%-5.5pp |
| Annual return | 17.14% | 18.76%-1.6pp | 87.62%-70.5pp | 73.15%-56.0pp |
| Employer contribution / active EE | $2,647 | $2,052+29.0% | $2,761-4.1% | $2,343+13.0% |
| Participant deferral / active EE | $1,865 | $2,466-24.3% | $3,330-44.0% | $3,332-44.0% |
| Admin fee / account holder | $1,455 | $2,834-48.7% | $3,601-59.6% | $4,645-68.7% |