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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 | $47,560 | $25,014+90.1% | $69,623-31.7% | $80,935-41.2% |
| Participation rate | 69.3% | 64.2%+5.1pp | 66.4%+2.9pp | 67.7%+1.7pp |
| Annual return | 13.54% | 19.08%-5.5pp | 101.23%-87.7pp | 35.66%-22.1pp |
| Employer contribution / active EE | $2,065 | $991+108.3% | $1,709+20.8% | $2,757-25.1% |
| Participant deferral / active EE | $4,706 | $1,840+155.8% | $2,890+62.8% | $4,299+9.4% |
| Admin fee / account holder | $2,700 | $2,491+8.4% | $4,696-42.5% | $6,924-61.0% |