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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 | $102,338 | $58,828+74.0% | $78,002+31.2% | $62,881+62.7% |
| Participation rate | 57.1% | 71.1%-13.9pp | 75.5%-18.4pp | 69.3%-12.2pp |
| Annual return | 8.49% | 17.16%-8.7pp | 425.99%-417.5pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,979 | $1,672+18.4% | $2,470-19.9% | $2,281-13.2% |
| Participant deferral / active EE | $3,464 | $2,686+29.0% | $3,497-0.9% | $3,203+8.1% |
| Admin fee / account holder | $383 | $4,393-91.3% | $5,481-93.0% | $4,296-91.1% |