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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 | $57,140+62.0% | $85,240+8.6% | $80,959+14.3% |
| Participation rate | 53.8% | 56.4%-2.6pp | 67.5%-13.7pp | 67.7%-13.8pp |
| Annual return | 15.05% | 21.71%-6.7pp | 66.75%-51.7pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,766 | $1,802-2.0% | $2,735-35.4% | $2,757-35.9% |
| Participant deferral / active EE | $6,215 | $3,115+99.5% | $4,527+37.3% | $4,300+44.5% |
| Admin fee / account holder | $845 | $4,992-83.1% | $6,165-86.3% | $6,925-87.8% |