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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 | $89,324 | $37,156+140.4% | $83,854+6.5% | $86,983+2.7% |
| Participation rate | 47.1% | 49.1%-2.0pp | 59.1%-12.1pp | 69.5%-22.5pp |
| Annual return | 21.96% | 29.88%-7.9pp | 31.39%-9.4pp | 25.83%-3.9pp |
| Employer contribution / active EE | $1,122 | $661+69.7% | $1,017+10.3% | $2,584-56.6% |
| Participant deferral / active EE | $2,250 | $1,418+58.7% | $2,035+10.5% | $4,194-46.4% |
| Admin fee / account holder | $2,469 | $2,510-1.6% | $3,197-22.8% | $7,856-68.6% |