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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 | $101,872 | $48,364+110.6% | $71,796+41.9% | $62,881+62.0% |
| Participation rate | 53.7% | 60.6%-7.0pp | 69.1%-15.5pp | 69.3%-15.6pp |
| Annual return | 9.97% | 13.16%-3.2pp | 78.04%-68.1pp | 20.14%-10.2pp |
| Employer contribution / active EE | $1,442 | $1,042+38.4% | $1,924-25.0% | $2,281-36.8% |
| Participant deferral / active EE | $2,898 | $2,091+38.6% | $2,794+3.7% | $3,203-9.5% |
| Admin fee / account holder | $4,815 | $3,771+27.7% | $4,8150% | $4,296+12.1% |