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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 | $101,677 | $44,984+126.0% | $85,009+19.6% | $74,546+36.4% |
| Participation rate | 39.8% | 49.4%-9.6pp | 67.5%-27.7pp | 67.2%-27.4pp |
| Annual return | 17.88% | 26.25%-8.4pp | 66.47%-48.6pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $2,697 | $1,458+85.0% | $2,728-1.1% | $2,624+2.8% |
| Participant deferral / active EE | $4,101 | $2,733+50.0% | $4,522-9.3% | $4,347-5.7% |
| Admin fee / account holder | $5,804 | $2,208+162.9% | $6,153-5.7% | $1,944+198.6% |