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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 | $103,350 | $67,894+52.2% | $89,340+15.7% | $82,448+25.4% |
| Participation rate | 60.4% | 64.0%-3.6pp | 69.6%-9.2pp | 68.1%-7.7pp |
| Annual return | 35.17% | 19.21%+16.0pp | 20.57%+14.6pp | 41.64%-6.5pp |
| Employer contribution / active EE | $2,354 | $1,828+28.8% | $2,231+5.5% | $2,551-7.7% |
| Participant deferral / active EE | $4,713 | $3,072+53.4% | $3,823+23.3% | $4,139+13.9% |
| Admin fee / account holder | $26,709 | $5,723+366.7% | $6,704+298.4% | $7,234+269.2% |