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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 | $111,580 | $68,573+62.7% | $120,368-7.3% | $80,874+38.0% |
| Participation rate | 57.4% | 61.6%-4.2pp | 71.9%-14.6pp | 67.6%-10.3pp |
| Annual return | 16.43% | 23.61%-7.2pp | 107.26%-90.8pp | 35.62%-19.2pp |
| Employer contribution / active EE | $3,827 | $2,052+86.5% | $3,465+10.5% | $2,756+38.9% |
| Participant deferral / active EE | $4,836 | $3,174+52.4% | $4,991-3.1% | $4,297+12.6% |
| Admin fee / account holder | $9,578 | $5,734+67.1% | $9,429+1.6% | $6,935+38.1% |