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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 | $114,598 | $94,031+21.9% | $115,768-1.0% | $82,448+39.0% |
| Participation rate | 60.3% | 70.4%-10.1pp | 74.4%-14.1pp | 68.1%-7.8pp |
| Annual return | 15.70% | 20.61%-4.9pp | 100.46%-84.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,111 | $2,323-52.2% | $2,940-62.2% | $2,551-56.4% |
| Participant deferral / active EE | $3,401 | $3,972-14.4% | $4,917-30.8% | $4,139-17.8% |
| Admin fee / account holder | $4,554 | $10,249-55.6% | $12,439-63.4% | $7,234-37.0% |