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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 | $92,545 | $57,073+62.2% | $85,126+8.7% | $80,925+14.4% |
| Participation rate | 53.8% | 56.4%-2.6pp | 67.5%-13.7pp | 67.7%-13.8pp |
| Annual return | 15.05% | 21.69%-6.6pp | 66.63%-51.6pp | 35.65%-20.6pp |
| Employer contribution / active EE | $1,766 | $1,801-1.9% | $2,731-35.3% | $2,756-35.9% |
| Participant deferral / active EE | $6,215 | $3,113+99.7% | $4,523+37.4% | $4,299+44.6% |
| Admin fee / account holder | $845 | $4,988-83.0% | $6,160-86.3% | $6,940-87.8% |