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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 | $90,455 | $76,669+18.0% | $96,520-6.3% | $71,495+26.5% |
| Participation rate | 43.3% | 66.6%-23.3pp | 74.3%-31.1pp | 67.9%-24.7pp |
| Annual return | 22.20% | 48.29%-26.1pp | 35.72%-13.5pp | 28.85%-6.6pp |
| Employer contribution / active EE | $2,341 | $3,031-22.7% | $3,739-37.4% | $2,589-9.6% |
| Participant deferral / active EE | $5,449 | $3,771+44.5% | $4,879+11.7% | $4,291+27.0% |
| Admin fee / account holder | $9,653 | $2,028+375.9% | $6,733+43.4% | $1,588+508.0% |