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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 | $68,880+62.0% | $120,580-7.5% | $80,959+37.8% |
| Participation rate | 57.4% | 61.7%-4.3pp | 72.0%-14.6pp | 67.7%-10.3pp |
| Annual return | 16.43% | 23.68%-7.2pp | 107.48%-91.0pp | 35.67%-19.2pp |
| Employer contribution / active EE | $3,827 | $2,066+85.2% | $3,469+10.3% | $2,757+38.8% |
| Participant deferral / active EE | $4,836 | $3,191+51.6% | $4,995-3.2% | $4,300+12.5% |
| Admin fee / account holder | $9,578 | $5,785+65.6% | $9,418+1.7% | $6,925+38.3% |