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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 | $105,721 | $51,642+104.7% | $129,384-18.3% | $80,935+30.6% |
| Participation rate | 61.0% | 56.9%+4.1pp | 69.6%-8.7pp | 67.7%-6.7pp |
| Annual return | 12.23% | 20.78%-8.6pp | 9461.77%-9449.5pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,138 | $1,583-28.1% | $4,153-72.6% | $2,757-58.7% |
| Participant deferral / active EE | $4,062 | $2,670+52.2% | $4,166-2.5% | $4,299-5.5% |
| Admin fee / account holder | $6,828 | $4,312+58.4% | $7,686-11.2% | $6,924-1.4% |