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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 | $94,366 | $54,541+73.0% | $78,778+19.8% | $70,126+34.6% |
| Participation rate | 65.9% | 60.8%+5.1pp | 69.2%-3.3pp | 69.5%-3.7pp |
| Annual return | 15.18% | 21.07%-5.9pp | 35.62%-20.4pp | 73.15%-58.0pp |
| Employer contribution / active EE | $922 | $1,089-15.3% | $1,986-53.6% | $2,343-60.7% |
| Participant deferral / active EE | $2,322 | $2,210+5.1% | $2,958-21.5% | $3,332-30.3% |
| Admin fee / account holder | $8,304 | $3,709+123.9% | $5,134+61.7% | $4,645+78.8% |