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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 | $102,162 | $90,674+12.7% | $96,707+5.6% | $82,448+23.9% |
| Participation rate | 35.2% | 75.9%-40.7pp | 80.4%-45.1pp | 68.1%-32.9pp |
| Annual return | 18.12% | 49.05%-30.9pp | 34.78%-16.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,177 | $3,975-45.2% | $4,191-48.1% | $2,551-14.7% |
| Participant deferral / active EE | $3,567 | $5,696-37.4% | $5,997-40.5% | $4,139-13.8% |
| Admin fee / account holder | $8,270 | $7,568+9.3% | $7,503+10.2% | $7,234+14.3% |