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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 | $106,794 | $54,541+95.8% | $78,778+35.6% | $70,131+52.3% |
| Participation rate | 62.5% | 60.8%+1.7pp | 69.2%-6.7pp | 69.5%-7.0pp |
| Annual return | 17.95% | 21.07%-3.1pp | 35.62%-17.7pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,616 | $1,089+48.4% | $1,986-18.6% | $2,342-31.0% |
| Participant deferral / active EE | $3,098 | $2,210+40.2% | $2,958+4.7% | $3,332-7.0% |
| Admin fee / account holder | $4,013 | $3,709+8.2% | $5,134-21.8% | $4,645-13.6% |