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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 | $95,148 | $54,541+74.5% | $78,778+20.8% | $70,126+35.7% |
| Participation rate | 64.4% | 60.8%+3.6pp | 69.2%-4.8pp | 69.5%-5.1pp |
| Annual return | 19.16% | 21.07%-1.9pp | 35.62%-16.5pp | 73.15%-54.0pp |
| Employer contribution / active EE | $2,030 | $1,089+86.5% | $1,986+2.3% | $2,343-13.3% |
| Participant deferral / active EE | $3,724 | $2,210+68.5% | $2,958+25.9% | $3,332+11.8% |
| Admin fee / account holder | $2,150 | $3,709-42.0% | $5,134-58.1% | $4,645-53.7% |