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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 | $117,398 | $37,156+216.0% | $83,854+40.0% | $86,983+35.0% |
| Participation rate | 69.2% | 49.1%+20.2pp | 59.1%+10.1pp | 69.5%-0.3pp |
| Annual return | 14.22% | 29.88%-15.7pp | 31.39%-17.2pp | 25.83%-11.6pp |
| Employer contribution / active EE | $691 | $661+4.6% | $1,017-32.1% | $2,584-73.3% |
| Participant deferral / active EE | $4,590 | $1,418+223.7% | $2,035+125.5% | $4,194+9.4% |
| Admin fee / account holder | $805 | $2,510-67.9% | $3,197-74.8% | $7,856-89.8% |