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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 | $108,545 | $46,877+131.6% | $122,354-11.3% | $70,126+54.8% |
| Participation rate | 58.7% | 58.2%+0.5pp | 71.6%-12.9pp | 69.5%-10.8pp |
| Annual return | 18.60% | 24.22%-5.6pp | 30.28%-11.7pp | 73.15%-54.5pp |
| Employer contribution / active EE | $780 | $1,288-39.5% | $4,051-80.7% | $2,343-66.7% |
| Participant deferral / active EE | $4,364 | $2,167+101.3% | $3,287+32.8% | $3,332+31.0% |
| Admin fee / account holder | $931 | $3,324-72.0% | $5,479-83.0% | $4,645-80.0% |