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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 | $112,066 | $69,977+60.1% | $108,582+3.2% | $62,881+78.2% |
| Participation rate | 64.1% | 72.9%-8.8pp | 79.6%-15.5pp | 69.3%-5.2pp |
| Annual return | 8.43% | 10.73%-2.3pp | -51.70%+60.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,120 | $2,135-47.5% | $3,758-70.2% | $2,281-50.9% |
| Participant deferral / active EE | $3,775 | $3,165+19.3% | $4,311-12.4% | $3,203+17.9% |
| Admin fee / account holder | $6,481 | $5,076+27.7% | $7,645-15.2% | $4,296+50.9% |