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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 | $109,645 | $78,670+39.4% | $109,173+0.4% | $85,847+27.7% |
| Participation rate | 56.4% | 68.3%-11.9pp | 75.9%-19.5pp | 69.3%-12.9pp |
| Annual return | 15.00% | 25.09%-10.1pp | 25.75%-10.8pp | 318.61%-303.6pp |
| Employer contribution / active EE | $3,259 | $2,734+19.2% | $3,723-12.5% | $2,565+27.0% |
| Participant deferral / active EE | $4,792 | $3,467+38.2% | $4,654+3.0% | $3,952+21.3% |
| Admin fee / account holder | $1,499 | $5,469-72.6% | $6,755-77.8% | $6,261-76.1% |