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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 | $98,039 | $58,493+67.6% | $84,023+16.7% | $72,976+34.3% |
| Participation rate | 67.3% | 61.2%+6.1pp | 69.0%-1.7pp | 69.5%-2.1pp |
| Annual return | 40.00% | 28.93%+11.1pp | 71.32%-31.3pp | 81.02%-41.0pp |
| Employer contribution / active EE | $1,162 | $1,163-0.1% | $1,984-41.4% | $2,440-52.4% |
| Participant deferral / active EE | $3,566 | $2,394+49.0% | $3,239+10.1% | $3,608-1.1% |
| Admin fee / account holder | $19,763 | $4,569+332.6% | $6,102+223.9% | $5,124+285.7% |