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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 | $114,897 | $57,590+99.5% | $86,233+33.2% | $82,448+39.4% |
| Participation rate | 55.9% | 57.9%-2.0pp | 69.0%-13.1pp | 68.1%-12.2pp |
| Annual return | 14.64% | 22.41%-7.8pp | 61.39%-46.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,924 | $1,655+16.2% | $2,504-23.2% | $2,551-24.6% |
| Participant deferral / active EE | $4,079 | $3,080+32.4% | $4,559-10.5% | $4,139-1.5% |
| Admin fee / account holder | $10,587 | $4,730+123.8% | $8,342+26.9% | $7,234+46.3% |