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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 | $111,815 | $78,707+42.1% | $117,861-5.1% | $70,126+59.4% |
| Participation rate | 68.5% | 73.2%-4.7pp | 79.7%-11.1pp | 69.5%-1.0pp |
| Annual return | 20.51% | 23.30%-2.8pp | 335.11%-314.6pp | 73.15%-52.6pp |
| Employer contribution / active EE | $1,083 | $2,223-51.3% | $3,786-71.4% | $2,343-53.8% |
| Participant deferral / active EE | $5,599 | $3,297+69.8% | $4,482+24.9% | $3,332+68.0% |
| Admin fee / account holder | $6,812 | $5,066+34.5% | $8,021-15.1% | $4,645+46.6% |