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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 | $83,501 | $49,025+70.3% | $87,502-4.6% | $62,881+32.8% |
| Participation rate | 62.9% | 64.9%-2.0pp | 73.8%-11.0pp | 69.3%-6.4pp |
| Annual return | 7.87% | 10.02%-2.1pp | 12.21%-4.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $3,825 | $1,372+178.9% | $2,550+50.0% | $2,281+67.7% |
| Participant deferral / active EE | $4,853 | $2,289+112.0% | $3,149+54.1% | $3,203+51.5% |
| Admin fee / account holder | $2,871 | $4,065-29.4% | $4,221-32.0% | $4,296-33.2% |