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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 | $95,931 | $65,034+47.5% | $90,970+5.5% | $79,856+20.1% |
| Participation rate | 53.7% | 61.6%-8.0pp | 69.0%-15.4pp | 69.6%-16.0pp |
| Annual return | 26.73% | 30.45%-3.7pp | 134.60%-107.9pp | 31.71%-5.0pp |
| Employer contribution / active EE | $1,454 | $1,247+16.5% | $2,122-31.5% | $2,471-41.2% |
| Participant deferral / active EE | $3,107 | $2,512+23.7% | $3,373-7.9% | $3,741-16.9% |
| Admin fee / account holder | $5,719 | $4,536+26.1% | $5,961-4.1% | $5,306+7.8% |