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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 | $77,574+27.7% | $108,753-8.9% | $86,983+13.9% |
| Participation rate | 50.0% | 62.3%-12.3pp | 71.1%-21.1pp | 69.5%-19.5pp |
| Annual return | 20.92% | 18.42%+2.5pp | 37.47%-16.5pp | 25.83%-4.9pp |
| Employer contribution / active EE | $2,429 | $1,611+50.8% | $2,427+0.1% | $2,584-6.0% |
| Participant deferral / active EE | $6,317 | $3,128+101.9% | $4,115+53.5% | $4,194+50.6% |
| Admin fee / account holder | $902 | $6,529-86.2% | $10,320-91.3% | $7,856-88.5% |