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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 | $100,780 | $54,541+84.8% | $78,778+27.9% | $70,126+43.7% |
| Participation rate | 60.6% | 60.8%-0.2pp | 69.2%-8.6pp | 69.5%-8.9pp |
| Annual return | 16.37% | 21.07%-4.7pp | 35.62%-19.3pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,181 | $1,089+8.5% | $1,986-40.5% | $2,343-49.6% |
| Participant deferral / active EE | $2,689 | $2,210+21.7% | $2,958-9.1% | $3,332-19.3% |
| Admin fee / account holder | $10,033 | $3,709+170.5% | $5,134+95.4% | $4,645+116.0% |