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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 | $105,802 | $65,712+61.0% | $57,196+85.0% | $273,972-61.4% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 1.52% | 22.01%-20.5pp | 14.59%-13.1pp | 41.46%-39.9pp |
| Employer contribution / active EE | $3,321 | $3,280+1.2% | $2,683+23.8% | $4,869-31.8% |
| Participant deferral / active EE | $10,803 | $3,782+185.7% | $3,096+248.9% | $5,287+104.3% |
| Admin fee / account holder | $727 | $4,838-85.0% | $3,141-76.9% | $10,133-92.8% |