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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 | $98,367 | $36,140+172.2% | $73,658+33.5% | $64,340+52.9% |
| Participation rate | 34.8% | 31.0%+3.7pp | 57.0%-22.3pp | 55.2%-20.5pp |
| Annual return | 14.69% | 21.48%-6.8pp | 29.72%-15.0pp | 24.14%-9.5pp |
| Employer contribution / active EE | $877 | $443+97.9% | $1,032-15.0% | $1,862-52.9% |
| Participant deferral / active EE | $2,007 | $1,023+96.2% | $2,062-2.7% | $2,980-32.7% |
| Admin fee / account holder | $1,955 | $2,513-22.2% | $3,357-41.8% | $3,703-47.2% |