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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 | $93,007 | $59,440+56.5% | $70,160+32.6% | $75,173+23.7% |
| Participation rate | 61.3% | 71.6%-10.3pp | 78.8%-17.5pp | 67.2%-5.9pp |
| Annual return | 15.69% | 18.53%-2.8pp | 19.08%-3.4pp | 160.72%-145.0pp |
| Employer contribution / active EE | $3,074 | $3,307-7.0% | $4,285-28.3% | $2,671+15.1% |
| Participant deferral / active EE | $3,762 | $3,653+3.0% | $5,394-30.2% | $4,126-8.8% |
| Admin fee / account holder | $8,055 | $4,401+83.0% | $4,582+75.8% | $5,651+42.5% |