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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 | $100,571 | $51,642+94.7% | $129,384-22.3% | $80,935+24.3% |
| Participation rate | 58.1% | 56.9%+1.1pp | 69.6%-11.6pp | 67.7%-9.6pp |
| Annual return | 15.36% | 20.78%-5.4pp | 9461.77%-9446.4pp | 35.66%-20.3pp |
| Employer contribution / active EE | $1,351 | $1,583-14.7% | $4,153-67.5% | $2,757-51.0% |
| Participant deferral / active EE | $5,371 | $2,670+101.2% | $4,166+28.9% | $4,299+24.9% |
| Admin fee / account holder | $6,150 | $4,312+42.6% | $7,686-20.0% | $6,924-11.2% |