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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 | $107,935 | $74,535+44.8% | $100,712+7.2% | $82,637+30.6% |
| Participation rate | 47.6% | 61.2%-13.6pp | 69.3%-21.7pp | 68.1%-20.4pp |
| Annual return | 17.05% | 18.92%-1.9pp | 33.27%-16.2pp | 53.51%-36.5pp |
| Employer contribution / active EE | $2,241 | $1,503+49.1% | $2,313-3.1% | $2,552-12.2% |
| Participant deferral / active EE | $3,886 | $3,074+26.4% | $4,085-4.9% | $4,126-5.8% |
| Admin fee / account holder | $10,726 | $6,576+63.1% | $9,256+15.9% | $7,339+46.2% |