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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 | $137,680 | $105,284+30.8% | $150,734-8.7% | $94,015+46.4% |
| Participation rate | 67.7% | 71.7%-4.0pp | 78.4%-10.7pp | 70.8%-3.1pp |
| Annual return | 11.36% | 15.67%-4.3pp | 600.81%-589.4pp | 17.84%-6.5pp |
| Employer contribution / active EE | $2,162 | $3,599-39.9% | $4,918-56.0% | $2,790-22.5% |
| Participant deferral / active EE | $4,841 | $4,274+13.3% | $5,610-13.7% | $4,249+13.9% |
| Admin fee / account holder | $14,062 | $9,839+42.9% | $14,905-5.7% | $8,951+57.1% |