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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 | $113,510 | $53,128+113.7% | $86,582+31.1% | $70,126+61.9% |
| Participation rate | 49.0% | 65.3%-16.3pp | 73.5%-24.6pp | 69.5%-20.6pp |
| Annual return | 15.52% | 27.66%-12.1pp | 965.08%-949.6pp | 73.15%-57.6pp |
| Employer contribution / active EE | $722 | $2,068-65.1% | $2,839-74.6% | $2,343-69.2% |
| Participant deferral / active EE | $3,605 | $2,695+33.8% | $3,609-0.1% | $3,332+8.2% |
| Admin fee / account holder | $2,623 | $3,584-26.8% | $4,904-46.5% | $4,645-43.5% |