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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 | $92,237 | $48,078+91.9% | $78,676+17.2% | $62,881+46.7% |
| Participation rate | 67.9% | 65.2%+2.7pp | 73.6%-5.7pp | 69.3%-1.4pp |
| Annual return | 8.72% | 31.36%-22.6pp | 62.19%-53.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,207 | $2,015-40.1% | $2,850-57.6% | $2,281-47.1% |
| Participant deferral / active EE | $4,460 | $2,587+72.4% | $3,517+26.8% | $3,203+39.3% |
| Admin fee / account holder | $818 | $3,206-74.5% | $4,510-81.9% | $4,296-81.0% |