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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 | $94,180 | $74,535+26.4% | $100,712-6.5% | $82,637+14.0% |
| Participation rate | 50.9% | 61.2%-10.3pp | 69.3%-18.4pp | 68.1%-17.1pp |
| Annual return | 17.13% | 18.92%-1.8pp | 33.27%-16.1pp | 53.51%-36.4pp |
| Employer contribution / active EE | $2,059 | $1,503+37.0% | $2,313-11.0% | $2,552-19.3% |
| Participant deferral / active EE | $3,105 | $3,074+1.0% | $4,085-24.0% | $4,126-24.8% |
| Admin fee / account holder | $954 | $6,576-85.5% | $9,256-89.7% | $7,339-87.0% |