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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 | $101,638 | $49,791+104.1% | $78,210+30.0% | $70,126+44.9% |
| Participation rate | 35.6% | 62.3%-26.7pp | 68.7%-33.1pp | 69.5%-33.9pp |
| Annual return | 18.34% | 20.75%-2.4pp | 40.90%-22.6pp | 73.15%-54.8pp |
| Employer contribution / active EE | $1,108 | $1,430-22.5% | $2,034-45.5% | $2,343-52.7% |
| Participant deferral / active EE | $2,152 | $2,150+0.1% | $2,823-23.7% | $3,332-35.4% |
| Admin fee / account holder | $6,482 | $3,181+103.8% | $3,758+72.5% | $4,645+39.5% |