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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 | $87,321 | $52,580+66.1% | $71,671+21.8% | $70,126+24.5% |
| Participation rate | 42.9% | 60.9%-18.0pp | 68.7%-25.9pp | 69.5%-26.7pp |
| Annual return | 16.22% | 20.25%-4.0pp | 20.65%-4.4pp | 73.15%-56.9pp |
| Employer contribution / active EE | $2,747 | $1,616+70.0% | $2,460+11.7% | $2,343+17.3% |
| Participant deferral / active EE | $4,887 | $2,386+104.8% | $3,438+42.1% | $3,332+46.7% |
| Admin fee / account holder | $4,677 | $3,653+28.0% | $5,558-15.9% | $4,645+0.7% |