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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 | $78,224 | $56,894+37.5% | $84,753-7.7% | $62,881+24.4% |
| Participation rate | 53.6% | 68.5%-15.0pp | 76.6%-23.0pp | 69.3%-15.7pp |
| Annual return | 9.18% | 6.30%+2.9pp | 22.78%-13.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,849 | $2,400-22.9% | $3,574-48.3% | $2,281-18.9% |
| Participant deferral / active EE | $3,217 | $2,709+18.8% | $3,712-13.3% | $3,203+0.4% |
| Admin fee / account holder | $8,931 | $3,581+149.4% | $5,333+67.5% | $4,296+107.9% |