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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 | $109,478 | $61,125+79.1% | $94,057+16.4% | $87,485+25.1% |
| Participation rate | 46.9% | 64.1%-17.2pp | 73.3%-26.5pp | 68.9%-22.1pp |
| Annual return | 15.12% | 35.20%-20.1pp | 480.62%-465.5pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,684 | $2,136-21.2% | $2,933-42.6% | $2,596-35.1% |
| Participant deferral / active EE | $4,112 | $3,260+26.1% | $4,709-12.7% | $4,274-3.8% |
| Admin fee / account holder | $5,035 | $5,629-10.5% | $7,244-30.5% | $7,775-35.2% |