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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 | $111,984 | $65,367+71.3% | $92,915+20.5% | $72,976+53.5% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 22.07% | 42.11%-20.0pp | 109.45%-87.4pp | 81.02%-58.9pp |
| Employer contribution / active EE | $1,054 | $2,594-59.4% | $3,653-71.2% | $2,440-56.8% |
| Participant deferral / active EE | $4,530 | $3,128+44.8% | $4,238+6.9% | $3,608+25.6% |
| Admin fee / account holder | $803 | $4,251-81.1% | $5,796-86.1% | $5,124-84.3% |