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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 | $98,789 | $54,541+81.1% | $78,778+25.4% | $70,126+40.9% |
| Participation rate | 42.3% | 60.8%-18.5pp | 69.2%-26.9pp | 69.5%-27.2pp |
| Annual return | 22.94% | 21.07%+1.9pp | 35.62%-12.7pp | 73.15%-50.2pp |
| Employer contribution / active EE | $1,927 | $1,089+77.0% | $1,986-3.0% | $2,343-17.8% |
| Participant deferral / active EE | $3,094 | $2,210+40.0% | $2,958+4.6% | $3,332-7.1% |
| Admin fee / account holder | $1,314 | $3,709-64.6% | $5,134-74.4% | $4,645-71.7% |