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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 | $106,414 | $69,977+52.1% | $108,582-2.0% | $62,881+69.2% |
| Participation rate | 62.1% | 72.9%-10.8pp | 79.6%-17.5pp | 69.3%-7.2pp |
| Annual return | 9.23% | 10.73%-1.5pp | -51.70%+60.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $5,483 | $2,135+156.8% | $3,758+45.9% | $2,281+140.4% |
| Participant deferral / active EE | $7,485 | $3,165+136.5% | $4,311+73.6% | $3,203+133.7% |
| Admin fee / account holder | $1,011 | $5,076-80.1% | $7,645-86.8% | $4,296-76.5% |