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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 | $99,543 | $52,580+89.3% | $71,671+38.9% | $70,126+41.9% |
| Participation rate | 45.7% | 60.9%-15.2pp | 68.7%-23.0pp | 69.5%-23.8pp |
| Annual return | 20.37% | 20.25%+0.1pp | 20.65%-0.3pp | 73.15%-52.8pp |
| Employer contribution / active EE | $2,182 | $1,616+35.0% | $2,460-11.3% | $2,343-6.9% |
| Participant deferral / active EE | $4,815 | $2,386+101.8% | $3,438+40.1% | $3,332+44.5% |
| Admin fee / account holder | $12,054 | $3,653+230.0% | $5,558+116.9% | $4,645+159.5% |