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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 | $106,172 | $65,704+61.6% | $94,229+12.7% | $59,633+78.0% |
| Participation rate | 67.9% | 72.1%-4.3pp | 78.8%-10.9pp | 68.7%-0.8pp |
| Annual return | -1.47% | 5.22%-6.7pp | 10.68%-12.2pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $2,520 | $2,021+24.7% | $3,587-29.7% | $2,203+14.4% |
| Participant deferral / active EE | $5,670 | $3,143+80.4% | $4,320+31.2% | $3,192+77.6% |
| Admin fee / account holder | $6,228 | $4,265+46.0% | $6,269-0.7% | $4,297+44.9% |