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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 | $110,260 | $51,631+113.6% | $129,397-14.8% | $80,925+36.2% |
| Participation rate | 64.7% | 56.9%+7.8pp | 69.6%-4.9pp | 67.7%-3.0pp |
| Annual return | 21.11% | 20.77%+0.3pp | 9453.98%-9432.9pp | 35.65%-14.5pp |
| Employer contribution / active EE | $4,075 | $1,583+157.4% | $4,154-1.9% | $2,756+47.8% |
| Participant deferral / active EE | $8,357 | $2,670+213.0% | $4,167+100.5% | $4,299+94.4% |
| Admin fee / account holder | $864 | $4,309-79.9% | $7,679-88.7% | $6,940-87.5% |