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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 | $117,622 | $76,834+53.1% | $108,359+8.5% | $87,485+34.4% |
| Participation rate | 57.1% | 61.7%-4.6pp | 70.1%-13.0pp | 68.9%-11.8pp |
| Annual return | 15.74% | 19.09%-3.3pp | 36.89%-21.2pp | 26.06%-10.3pp |
| Employer contribution / active EE | $2,621 | $1,556+68.4% | $2,399+9.2% | $2,596+1.0% |
| Participant deferral / active EE | $4,231 | $3,100+36.5% | $4,137+2.3% | $4,274-1.0% |
| Admin fee / account holder | $11,461 | $6,537+75.3% | $9,741+17.7% | $7,775+47.4% |