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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 | $134,338 | $95,404+40.8% | $113,397+18.5% | $82,637+62.6% |
| Participation rate | 59.5% | 72.8%-13.4pp | 76.5%-17.0pp | 68.1%-8.6pp |
| Annual return | 15.37% | 19.08%-3.7pp | 23.20%-7.8pp | 53.51%-38.1pp |
| Employer contribution / active EE | $4,872 | $2,307+111.2% | $2,977+63.7% | $2,552+90.9% |
| Participant deferral / active EE | $6,145 | $4,220+45.6% | $5,076+21.0% | $4,126+48.9% |
| Admin fee / account holder | $1,652 | $9,168-82.0% | $11,957-86.2% | $7,339-77.5% |