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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 | $99,920 | $56,894+75.6% | $84,753+17.9% | $62,881+58.9% |
| Participation rate | 69.2% | 68.5%+0.7pp | 76.6%-7.4pp | 69.3%-0.1pp |
| Annual return | 13.13% | 6.30%+6.8pp | 22.78%-9.7pp | 20.14%-7.0pp |
| Employer contribution / active EE | $1,282 | $2,400-46.6% | $3,574-64.1% | $2,281-43.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,406 | $3,581+106.8% | $5,333+38.9% | $4,296+72.4% |