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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 | $117,783 | $71,353+65.1% | $92,805+26.9% | $86,983+35.4% |
| Participation rate | 64.7% | 80.9%-16.2pp | 83.5%-18.8pp | 69.5%-4.8pp |
| Annual return | 17.40% | 44.68%-27.3pp | 31.59%-14.2pp | 25.83%-8.4pp |
| Employer contribution / active EE | $4,581 | $2,468+85.6% | $3,424+33.8% | $2,584+77.2% |
| Participant deferral / active EE | $7,910 | $6,966+13.5% | $8,448-6.4% | $4,194+88.6% |
| Admin fee / account holder | $11,553 | $6,099+89.4% | $10,911+5.9% | $7,856+47.1% |