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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 | $101,315 | $73,978+37.0% | $96,515+5.0% | $75,173+34.8% |
| Participation rate | 47.1% | 66.4%-19.4pp | 74.3%-27.3pp | 67.2%-20.1pp |
| Annual return | 23.63% | 26.72%-3.1pp | 35.73%-12.1pp | 160.72%-137.1pp |
| Employer contribution / active EE | $2,476 | $2,931-15.5% | $3,740-33.8% | $2,671-7.3% |
| Participant deferral / active EE | $5,848 | $3,660+59.8% | $4,880+19.8% | $4,126+41.7% |
| Admin fee / account holder | $3,191 | $5,219-38.9% | $6,735-52.6% | $5,651-43.5% |