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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 | $120,390 | $65,961+82.5% | $180,320-33.2% | $94,015+28.1% |
| Participation rate | 60.6% | 61.3%-0.7pp | 71.5%-10.9pp | 70.8%-10.2pp |
| Annual return | 17.80% | 14.27%+3.5pp | 778.54%-760.7pp | 17.84%0pp |
| Employer contribution / active EE | $2,373 | $1,737+36.6% | $4,108-42.2% | $2,790-14.9% |
| Participant deferral / active EE | $3,575 | $3,003+19.0% | $4,304-16.9% | $4,249-15.9% |
| Admin fee / account holder | $6,361 | $4,901+29.8% | $10,000-36.4% | $8,951-28.9% |