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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 | $93,282 | $47,848+95.0% | $81,473+14.5% | $70,124+33.0% |
| Participation rate | 64.7% | 58.3%+6.4pp | 68.0%-3.3pp | 69.5%-4.8pp |
| Annual return | 17.12% | 27.25%-10.1pp | 38.78%-21.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,762 | $1,527+80.8% | $2,568+7.5% | $2,342+17.9% |
| Participant deferral / active EE | $6,282 | $2,453+156.1% | $3,537+77.6% | $3,332+88.6% |
| Admin fee / account holder | $1,020 | $3,145-67.6% | $4,561-77.6% | $4,645-78.0% |