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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 | $110,921 | $50,972+117.6% | $88,538+25.3% | $72,975+52.0% |
| Participation rate | 32.1% | 63.4%-31.3pp | 68.7%-36.6pp | 69.5%-37.3pp |
| Annual return | 22.15% | 29.62%-7.5pp | 43.64%-21.5pp | 81.01%-58.9pp |
| Employer contribution / active EE | $1,912 | $1,475+29.6% | $2,098-8.9% | $2,440-21.7% |
| Participant deferral / active EE | $6,547 | $2,230+193.6% | $2,914+124.7% | $3,608+81.5% |
| Admin fee / account holder | $803 | $3,230-75.1% | $4,310-81.4% | $5,124-84.3% |