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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 | $117,481 | $84,236+39.5% | $170,435-31.1% | $70,126+67.5% |
| Participation rate | 55.2% | 70.8%-15.7pp | 83.6%-28.4pp | 69.5%-14.4pp |
| Annual return | 16.67% | 23.06%-6.4pp | 205.94%-189.3pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,036 | $3,387-69.4% | $5,432-80.9% | $2,343-55.8% |
| Participant deferral / active EE | $5,274 | $3,086+70.9% | $4,939+6.8% | $3,332+58.3% |
| Admin fee / account holder | $6,058 | $5,698+6.3% | $13,881-56.4% | $4,645+30.4% |