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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 | $88,264 | $47,848+84.5% | $81,473+8.3% | $70,126+25.9% |
| Participation rate | 35.3% | 58.3%-23.0pp | 68.0%-32.7pp | 69.5%-34.2pp |
| Annual return | 16.32% | 27.25%-10.9pp | 38.78%-22.5pp | 73.15%-56.8pp |
| Employer contribution / active EE | $2,592 | $1,527+69.7% | $2,568+0.9% | $2,343+10.7% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,335 | $3,145+6.0% | $4,561-26.9% | $4,645-28.2% |