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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 | $75,905 | $43,344+75.1% | $59,899+26.7% | $64,173+18.3% |
| Participation rate | 46.2% | 69.2%-23.0pp | 74.7%-28.5pp | 69.6%-23.4pp |
| Annual return | 9.74% | -1.55%+11.3pp | 3.46%+6.3pp | 7.63%+2.1pp |
| Employer contribution / active EE | $2,913 | $2,030+43.5% | $2,723+7.0% | $2,381+22.4% |
| Participant deferral / active EE | $4,978 | $2,547+95.4% | $3,402+46.3% | $3,470+43.5% |
| Admin fee / account holder | $14,227 | $3,008+373.0% | $3,592+296.1% | $4,887+191.1% |