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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 | $103,852 | $58,828+76.5% | $78,002+33.1% | $62,881+65.2% |
| Participation rate | 53.3% | 71.1%-17.7pp | 75.5%-22.2pp | 69.3%-16.0pp |
| Annual return | 5.96% | 17.16%-11.2pp | 425.99%-420.0pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,620 | $1,672-3.1% | $2,470-34.4% | $2,281-29.0% |
| Participant deferral / active EE | $3,806 | $2,686+41.7% | $3,497+8.8% | $3,203+18.8% |
| Admin fee / account holder | $5,805 | $4,393+32.1% | $5,481+5.9% | $4,296+35.1% |