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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 | $91,756 | $49,249+86.3% | $70,476+30.2% | $79,852+14.9% |
| Participation rate | 54.0% | 69.2%-15.2pp | 75.1%-21.1pp | 69.6%-15.7pp |
| Annual return | 13.21% | 30.09%-16.9pp | 109.12%-95.9pp | 31.72%-18.5pp |
| Employer contribution / active EE | $2,281 | $2,100+8.6% | $2,738-16.7% | $2,471-7.7% |
| Participant deferral / active EE | $3,769 | $2,769+36.1% | $3,710+1.6% | $3,740+0.8% |
| Admin fee / account holder | $3,307 | $2,878+14.9% | $3,847-14.0% | $5,306-37.7% |