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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 | $86,349 | $39,132+120.7% | $57,196+51.0% | $62,881+37.3% |
| Participation rate | 55.2% | 70.5%-15.3pp | 75.3%-20.2pp | 69.3%-14.1pp |
| Annual return | 4.91% | 9.24%-4.3pp | 14.59%-9.7pp | 20.14%-15.2pp |
| Employer contribution / active EE | $5,308 | $1,874+183.3% | $2,683+97.9% | $2,281+132.7% |
| Participant deferral / active EE | $3,250 | $2,374+36.9% | $3,096+5.0% | $3,203+1.5% |
| Admin fee / account holder | $4,432 | $2,594+70.9% | $3,141+41.1% | $4,296+3.2% |