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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 | $117,010 | $80,781+44.8% | $102,437+14.2% | $74,478+57.1% |
| Participation rate | 34.3% | 65.7%-31.4pp | 74.5%-40.2pp | 67.2%-32.9pp |
| Annual return | 14.63% | 27.58%-12.9pp | 24.95%-10.3pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $2,146 | $3,160-32.1% | $3,871-44.6% | $2,626-18.3% |
| Participant deferral / active EE | $5,470 | $3,862+41.6% | $5,060+8.1% | $4,350+25.7% |
| Admin fee / account holder | $3,592 | $2,372+51.4% | $8,388-57.2% | $1,946+84.6% |