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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 | $109,388 | $65,364+67.4% | $92,909+17.7% | $72,975+49.9% |
| Participation rate | 68.0% | 68.3%-0.3pp | 76.0%-8.0pp | 69.5%-1.5pp |
| Annual return | 22.60% | 42.11%-19.5pp | 109.44%-86.8pp | 81.01%-58.4pp |
| Employer contribution / active EE | $1,628 | $2,594-37.3% | $3,653-55.4% | $2,440-33.3% |
| Participant deferral / active EE | $3,513 | $3,128+12.3% | $4,238-17.1% | $3,608-2.6% |
| Admin fee / account holder | $1,726 | $4,251-59.4% | $5,795-70.2% | $5,124-66.3% |