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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 | $88,476 | $51,638+71.3% | $129,406-31.6% | $80,959+9.3% |
| Participation rate | 64.5% | 56.9%+7.6pp | 69.6%-5.1pp | 67.7%-3.2pp |
| Annual return | 11.59% | 20.78%-9.2pp | 9468.18%-9456.6pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,874 | $1,584+18.4% | $4,155-54.9% | $2,757-32.0% |
| Participant deferral / active EE | $6,450 | $2,670+141.6% | $4,167+54.8% | $4,300+50.0% |
| Admin fee / account holder | $4,569 | $4,313+5.9% | $7,689-40.6% | $6,925-34.0% |