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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 | $119,870 | $87,106+37.6% | $105,607+13.5% | $80,935+48.1% |
| Participation rate | 44.8% | 70.4%-25.6pp | 75.3%-30.4pp | 67.7%-22.8pp |
| Annual return | 11.49% | 17.01%-5.5pp | 116.11%-104.6pp | 35.66%-24.2pp |
| Employer contribution / active EE | $2,651 | $2,396+10.6% | $3,167-16.3% | $2,757-3.8% |
| Participant deferral / active EE | $4,208 | $3,986+5.6% | $5,011-16.0% | $4,299-2.1% |
| Admin fee / account holder | $11,425 | $8,447+35.3% | $10,958+4.3% | $6,924+65.0% |