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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 | $102,899 | $76,834+33.9% | $108,359-5.0% | $87,485+17.6% |
| Participation rate | 48.1% | 61.7%-13.6pp | 70.1%-22.0pp | 68.9%-20.8pp |
| Annual return | 14.41% | 19.09%-4.7pp | 36.89%-22.5pp | 26.06%-11.6pp |
| Employer contribution / active EE | $3,556 | $1,556+128.5% | $2,399+48.2% | $2,596+37.0% |
| Participant deferral / active EE | $5,738 | $3,100+85.1% | $4,137+38.7% | $4,274+34.3% |
| Admin fee / account holder | $6,806 | $6,537+4.1% | $9,741-30.1% | $7,775-12.5% |