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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 | $106,528 | $52,580+102.6% | $71,671+48.6% | $70,126+51.9% |
| Participation rate | 61.4% | 60.9%+0.6pp | 68.7%-7.3pp | 69.5%-8.1pp |
| Annual return | 19.80% | 20.25%-0.5pp | 20.65%-0.8pp | 73.15%-53.3pp |
| Employer contribution / active EE | $917 | $1,616-43.3% | $2,460-62.7% | $2,343-60.9% |
| Participant deferral / active EE | $5,900 | $2,386+147.3% | $3,438+71.6% | $3,332+77.1% |
| Admin fee / account holder | $3,592 | $3,653-1.7% | $5,558-35.4% | $4,645-22.7% |