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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 | $90,536 | $41,377+118.8% | $109,313-17.2% | $62,881+44.0% |
| Participation rate | 63.2% | 57.5%+5.6pp | 71.3%-8.1pp | 69.3%-6.1pp |
| Annual return | 8.57% | 11.05%-2.5pp | 22.07%-13.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,519 | $1,276+19.0% | $3,892-61.0% | $2,281-33.4% |
| Participant deferral / active EE | $3,591 | $2,045+75.6% | $3,166+13.4% | $3,203+12.1% |
| Admin fee / account holder | $4,726 | $2,884+63.9% | $5,666-16.6% | $4,296+10.0% |