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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 | $104,373 | $47,848+118.1% | $81,473+28.1% | $70,124+48.8% |
| Participation rate | 56.3% | 58.3%-2.0pp | 68.0%-11.6pp | 69.5%-13.2pp |
| Annual return | 18.54% | 27.25%-8.7pp | 38.78%-20.2pp | 73.14%-54.6pp |
| Employer contribution / active EE | $913 | $1,527-40.2% | $2,568-64.4% | $2,342-61.0% |
| Participant deferral / active EE | $3,045 | $2,453+24.1% | $3,537-13.9% | $3,332-8.6% |
| Admin fee / account holder | $9,695 | $3,145+208.3% | $4,561+112.6% | $4,645+108.7% |