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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 | $104,009 | $58,057+79.1% | $97,032+7.2% | $86,983+19.6% |
| Participation rate | 54.8% | 60.4%-5.5pp | 71.6%-16.7pp | 69.5%-14.7pp |
| Annual return | 16.59% | 22.26%-5.7pp | 35.38%-18.8pp | 25.83%-9.2pp |
| Employer contribution / active EE | $3,837 | $1,663+130.6% | $2,629+45.9% | $2,584+48.4% |
| Participant deferral / active EE | $4,942 | $3,244+52.4% | $4,672+5.8% | $4,194+17.8% |
| Admin fee / account holder | $5,000 | $4,839+3.3% | $9,418-46.9% | $7,856-36.3% |