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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 | $111,580 | $68,852+62.1% | $120,524-7.4% | $80,925+37.9% |
| Participation rate | 57.4% | 61.6%-4.3pp | 71.9%-14.6pp | 67.7%-10.3pp |
| Annual return | 16.43% | 23.67%-7.2pp | 107.36%-90.9pp | 35.65%-19.2pp |
| Employer contribution / active EE | $3,827 | $2,063+85.5% | $3,469+10.3% | $2,756+38.8% |
| Participant deferral / active EE | $4,836 | $3,187+51.8% | $4,994-3.1% | $4,299+12.5% |
| Admin fee / account holder | $9,578 | $5,781+65.7% | $9,440+1.5% | $6,940+38.0% |