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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 | $115,360 | $83,843+37.6% | $123,973-6.9% | $65,306+76.6% |
| Participation rate | 36.4% | 56.0%-19.5pp | 76.7%-40.2pp | 57.7%-21.2pp |
| Annual return | 14.42% | 19.87%-5.5pp | 388.13%-373.7pp | 21.94%-7.5pp |
| Employer contribution / active EE | $841 | $2,873-70.7% | $4,126-79.6% | $1,967-57.3% |
| Participant deferral / active EE | $4,515 | $2,997+50.7% | $5,247-14.0% | $2,959+52.6% |
| Admin fee / account holder | $3,030 | $4,735-36.0% | $11,799-74.3% | $3,480-12.9% |