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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 | $113,381 | $78,707+44.1% | $117,861-3.8% | $70,126+61.7% |
| Participation rate | 68.0% | 73.2%-5.2pp | 79.7%-11.7pp | 69.5%-1.5pp |
| Annual return | 22.57% | 23.30%-0.7pp | 335.11%-312.5pp | 73.15%-50.6pp |
| Employer contribution / active EE | $3,282 | $2,223+47.6% | $3,786-13.3% | $2,343+40.1% |
| Participant deferral / active EE | $6,014 | $3,297+82.4% | $4,482+34.2% | $3,332+80.5% |
| Admin fee / account holder | $1,172 | $5,066-76.9% | $8,021-85.4% | $4,645-74.8% |