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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 | $113,206 | $73,978+53.0% | $96,515+17.3% | $75,173+50.6% |
| Participation rate | 55.6% | 66.4%-10.9pp | 74.3%-18.8pp | 67.2%-11.6pp |
| Annual return | 13.81% | 26.72%-12.9pp | 35.73%-21.9pp | 160.72%-146.9pp |
| Employer contribution / active EE | $2,373 | $2,931-19.0% | $3,740-36.6% | $2,671-11.2% |
| Participant deferral / active EE | $4,914 | $3,660+34.3% | $4,880+0.7% | $4,126+19.1% |
| Admin fee / account holder | $22,363 | $5,219+328.5% | $6,735+232.0% | $5,651+295.8% |