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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 | $107,637 | $84,236+27.8% | $170,435-36.8% | $70,126+53.5% |
| Participation rate | 65.4% | 70.8%-5.4pp | 83.6%-18.2pp | 69.5%-4.2pp |
| Annual return | 15.71% | 23.06%-7.4pp | 205.94%-190.2pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,260 | $3,387-62.8% | $5,432-76.8% | $2,343-46.2% |
| Participant deferral / active EE | $3,475 | $3,086+12.6% | $4,939-29.7% | $3,332+4.3% |
| Admin fee / account holder | $1,987 | $5,698-65.1% | $13,881-85.7% | $4,645-57.2% |