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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 | $113,900 | $51,638+120.6% | $129,406-12.0% | $80,959+40.7% |
| Participation rate | 63.2% | 56.9%+6.2pp | 69.6%-6.5pp | 67.7%-4.5pp |
| Annual return | 13.10% | 20.78%-7.7pp | 9468.18%-9455.1pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,826 | $1,584+15.3% | $4,155-56.0% | $2,757-33.8% |
| Participant deferral / active EE | $4,034 | $2,670+51.1% | $4,167-3.2% | $4,300-6.2% |
| Admin fee / account holder | $6,071 | $4,313+40.8% | $7,689-21.0% | $6,925-12.3% |