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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 | $108,121 | $86,940+24.4% | $102,434+5.6% | $80,935+33.6% |
| Participation rate | 41.3% | 72.4%-31.1pp | 76.5%-35.2pp | 67.7%-26.4pp |
| Annual return | 44.60% | 18.89%+25.7pp | 29.46%+15.1pp | 35.66%+8.9pp |
| Employer contribution / active EE | $1,283 | $2,370-45.8% | $3,023-57.6% | $2,757-53.5% |
| Participant deferral / active EE | $3,068 | $4,121-25.5% | $5,055-39.3% | $4,299-28.6% |
| Admin fee / account holder | $13,059 | $8,047+62.3% | $9,462+38.0% | $6,924+88.6% |