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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 | $93,192 | $57,590+61.8% | $86,233+8.1% | $82,448+13.0% |
| Participation rate | 37.0% | 57.9%-20.8pp | 69.0%-32.0pp | 68.1%-31.0pp |
| Annual return | 15.81% | 22.41%-6.6pp | 61.39%-45.6pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,251 | $1,655+36.0% | $2,504-10.1% | $2,551-11.8% |
| Participant deferral / active EE | $2,642 | $3,080-14.2% | $4,559-42.1% | $4,139-36.2% |
| Admin fee / account holder | $3,567 | $4,730-24.6% | $8,342-57.2% | $7,234-50.7% |