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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 | $99,045 | $76,834+28.9% | $108,359-8.6% | $87,485+13.2% |
| Participation rate | 50.0% | 61.7%-11.7pp | 70.1%-20.1pp | 68.9%-18.9pp |
| Annual return | 20.92% | 19.09%+1.8pp | 36.89%-16.0pp | 26.06%-5.1pp |
| Employer contribution / active EE | $2,429 | $1,556+56.1% | $2,399+1.2% | $2,596-6.5% |
| Participant deferral / active EE | $6,317 | $3,100+103.8% | $4,137+52.7% | $4,274+47.8% |
| Admin fee / account holder | $902 | $6,537-86.2% | $9,741-90.7% | $7,775-88.4% |