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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 | $124,863 | $51,638+141.8% | $129,406-3.5% | $80,959+54.2% |
| Participation rate | 56.9% | 56.9%-0.1pp | 69.6%-12.8pp | 67.7%-10.8pp |
| Annual return | 17.13% | 20.78%-3.7pp | 9468.18%-9451.1pp | 35.67%-18.5pp |
| Employer contribution / active EE | $1,687 | $1,584+6.5% | $4,155-59.4% | $2,757-38.8% |
| Participant deferral / active EE | $4,456 | $2,670+66.9% | $4,167+6.9% | $4,300+3.6% |
| Admin fee / account holder | $1,732 | $4,313-59.8% | $7,689-77.5% | $6,925-75.0% |