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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 | $101,064 | $76,551+32.0% | $123,894-18.4% | $62,881+60.7% |
| Participation rate | 60.5% | 73.0%-12.5pp | 81.4%-20.9pp | 69.3%-8.8pp |
| Annual return | 6.15% | 18.68%-12.5pp | 47.52%-41.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $465 | $2,882-83.9% | $4,617-89.9% | $2,281-79.6% |
| Participant deferral / active EE | $4,979 | $4,840+2.9% | $5,984-16.8% | $3,203+55.5% |
| Admin fee / account holder | $8,939 | $4,826+85.2% | $8,357+7.0% | $4,296+108.1% |