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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 | $103,139 | $75,541+36.5% | $152,093-32.2% | $82,637+24.8% |
| Participation rate | 57.7% | 66.5%-8.8pp | 77.8%-20.0pp | 68.1%-10.3pp |
| Annual return | 13.63% | 32.56%-18.9pp | 66.36%-52.7pp | 53.51%-39.9pp |
| Employer contribution / active EE | $4,187 | $2,622+59.6% | $4,175+0.3% | $2,552+64.0% |
| Participant deferral / active EE | $9,069 | $3,206+182.9% | $5,451+66.4% | $4,126+119.8% |
| Admin fee / account holder | $4,443 | $6,405-30.6% | $14,497-69.4% | $7,339-39.5% |