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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 | $99,411 | $72,273+37.5% | $101,275-1.8% | $79,856+24.5% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 19.46% | 22.30%-2.8pp | 46.48%-27.0pp | 31.71%-12.2pp |
| Employer contribution / active EE | $2,155 | $2,691-19.9% | $3,660-41.1% | $2,471-12.8% |
| Participant deferral / active EE | $3,561 | $3,282+8.5% | $4,371-18.5% | $3,741-4.8% |
| Admin fee / account holder | $2,222 | $4,401-49.5% | $5,948-62.7% | $5,306-58.1% |