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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 | $77,574+32.6% | $108,753-5.4% | $86,983+18.3% |
| Participation rate | 48.1% | 62.3%-14.1pp | 71.1%-22.9pp | 69.5%-21.4pp |
| Annual return | 14.41% | 18.42%-4.0pp | 37.47%-23.1pp | 25.83%-11.4pp |
| Employer contribution / active EE | $3,556 | $1,611+120.8% | $2,427+46.6% | $2,584+37.6% |
| Participant deferral / active EE | $5,738 | $3,128+83.4% | $4,115+39.4% | $4,194+36.8% |
| Admin fee / account holder | $6,806 | $6,529+4.3% | $10,320-34.0% | $7,856-13.4% |