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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 | $118,074 | $78,707+50.0% | $117,861+0.2% | $70,126+68.4% |
| Participation rate | 63.2% | 73.2%-10.0pp | 79.7%-16.5pp | 69.5%-6.4pp |
| Annual return | 18.97% | 23.30%-4.3pp | 335.11%-316.1pp | 73.15%-54.2pp |
| Employer contribution / active EE | $1,680 | $2,223-24.4% | $3,786-55.6% | $2,343-28.3% |
| Participant deferral / active EE | $7,691 | $3,297+133.3% | $4,482+71.6% | $3,332+130.8% |
| Admin fee / account holder | $708 | $5,066-86.0% | $8,021-91.2% | $4,645-84.8% |