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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 | $115,327 | $59,839+92.7% | $81,988+40.7% | $79,858+44.4% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.3%-19.3pp | 69.6%-19.6pp |
| Annual return | 14.33% | 17.56%-3.2pp | 41.31%-27.0pp | 31.72%-17.4pp |
| Employer contribution / active EE | $2,558 | $1,713+49.3% | $2,498+2.4% | $2,471+3.5% |
| Participant deferral / active EE | $4,228 | $2,695+56.9% | $3,722+13.6% | $3,740+13.0% |
| Admin fee / account holder | $580 | $4,287-86.5% | $5,665-89.8% | $5,306-89.1% |