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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 | $106,409 | $58,848+80.8% | $88,179+20.7% | $82,637+28.8% |
| Participation rate | 62.2% | 57.9%+4.3pp | 69.1%-7.0pp | 68.1%-5.9pp |
| Annual return | 13.58% | 22.76%-9.2pp | 64.97%-51.4pp | 53.51%-39.9pp |
| Employer contribution / active EE | $346 | $1,678-79.4% | $2,549-86.4% | $2,552-86.5% |
| Participant deferral / active EE | $5,209 | $3,124+66.7% | $4,614+12.9% | $4,126+26.2% |
| Admin fee / account holder | $4,790 | $4,795-0.1% | $7,673-37.6% | $7,339-34.7% |