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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 | $117,135 | $78,707+48.8% | $117,861-0.6% | $70,126+67.0% |
| Participation rate | 57.4% | 73.2%-15.7pp | 79.7%-22.2pp | 69.5%-12.1pp |
| Annual return | 16.56% | 23.30%-6.7pp | 335.11%-318.5pp | 73.15%-56.6pp |
| Employer contribution / active EE | $982 | $2,223-55.8% | $3,786-74.1% | $2,343-58.1% |
| Participant deferral / active EE | $4,646 | $3,297+40.9% | $4,482+3.6% | $3,332+39.4% |
| Admin fee / account holder | $4,686 | $5,066-7.5% | $8,021-41.6% | $4,645+0.9% |