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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 | $105,115 | $64,920+61.9% | $103,693+1.4% | $86,983+20.8% |
| Participation rate | 37.8% | 63.6%-25.8pp | 72.6%-34.8pp | 69.5%-31.7pp |
| Annual return | 15.92% | 30.29%-14.4pp | 47.61%-31.7pp | 25.83%-9.9pp |
| Employer contribution / active EE | $2,560 | $2,141+19.6% | $2,920-12.3% | $2,584-0.9% |
| Participant deferral / active EE | $5,030 | $3,241+55.2% | $4,579+9.9% | $4,194+19.9% |
| Admin fee / account holder | $2,214 | $6,191-64.2% | $7,858-71.8% | $7,856-71.8% |