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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 | $109,352 | $78,670+39.0% | $109,173+0.2% | $85,847+27.4% |
| Participation rate | 60.7% | 68.3%-7.6pp | 75.9%-15.2pp | 69.3%-8.6pp |
| Annual return | 18.50% | 25.09%-6.6pp | 25.75%-7.2pp | 318.61%-300.1pp |
| Employer contribution / active EE | $2,150 | $2,734-21.4% | $3,723-42.3% | $2,565-16.2% |
| Participant deferral / active EE | $5,117 | $3,467+47.6% | $4,654+9.9% | $3,952+29.5% |
| Admin fee / account holder | $913 | $5,469-83.3% | $6,755-86.5% | $6,261-85.4% |