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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 | $97,740 | $50,947+91.8% | $74,549+31.1% | $64,173+52.3% |
| Participation rate | 64.7% | 61.1%+3.6pp | 69.1%-4.4pp | 69.6%-4.9pp |
| Annual return | 9.15% | -1.85%+11.0pp | 32.53%-23.4pp | 7.63%+1.5pp |
| Employer contribution / active EE | $345 | $1,115-69.1% | $1,961-82.4% | $2,381-85.5% |
| Participant deferral / active EE | $4,000 | $2,302+73.8% | $3,108+28.7% | $3,470+15.3% |
| Admin fee / account holder | $8,474 | $4,221+100.8% | $5,059+67.5% | $4,887+73.4% |