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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 | $107,127 | $71,230+50.4% | $93,727+14.3% | $80,959+32.3% |
| Participation rate | 55.6% | 60.4%-4.8pp | 68.7%-13.2pp | 67.7%-12.1pp |
| Annual return | 12.20% | 11.26%+0.9pp | 133.83%-121.6pp | 35.67%-23.5pp |
| Employer contribution / active EE | $3,227 | $1,565+106.2% | $2,421+33.3% | $2,757+17.1% |
| Participant deferral / active EE | $5,479 | $4,037+35.7% | $4,417+24.0% | $4,300+27.4% |
| Admin fee / account holder | $5,061 | $6,961-27.3% | $8,292-39.0% | $6,925-26.9% |