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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 | $112,490 | $108,212+4.0% | $77,513+45.1% | $158,966-29.2% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 16.73% | 31.67%-14.9pp | 54.81%-38.1pp | 302.95%-286.2pp |
| Employer contribution / active EE | $1,080 | $1,325-18.5% | $987+9.5% | $4,762-77.3% |
| Participant deferral / active EE | $6,520 | $2,455+165.5% | $1,861+250.3% | $5,983+9.0% |
| Admin fee / account holder | $379 | $3,709-89.8% | $2,859-86.7% | $11,250-96.6% |