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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 | $107,122 | $58,523+83.0% | $99,479+7.7% | $72,976+46.8% |
| Participation rate | 51.5% | 64.6%-13.1pp | 73.8%-22.3pp | 69.5%-18.0pp |
| Annual return | 20.25% | 28.51%-8.3pp | 30.72%-10.5pp | 81.02%-60.8pp |
| Employer contribution / active EE | $2,268 | $1,512+50.0% | $2,540-10.7% | $2,440-7.0% |
| Participant deferral / active EE | $5,550 | $2,606+113.0% | $3,619+53.4% | $3,608+53.8% |
| Admin fee / account holder | $6,803 | $4,102+65.8% | $6,253+8.8% | $5,124+32.8% |