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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 | $106,114 | $91,037+16.6% | $71,671+48.1% | $147,586-28.1% |
| Participation rate | 68.8% | 76.1%-7.4pp | 68.7%0pp | 82.8%-14.1pp |
| Annual return | 15.27% | 20.48%-5.2pp | 20.65%-5.4pp | 578.59%-563.3pp |
| Employer contribution / active EE | $1,654 | $3,327-50.3% | $2,460-32.7% | $4,876-66.1% |
| Participant deferral / active EE | $3,063 | $4,498-31.9% | $3,438-10.9% | $5,439-43.7% |
| Admin fee / account holder | $490 | $8,613-94.3% | $5,558-91.2% | $10,886-95.5% |