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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 | $113,434 | $71,230+59.3% | $93,727+21.0% | $80,959+40.1% |
| Participation rate | 42.3% | 60.4%-18.1pp | 68.7%-26.4pp | 67.7%-25.4pp |
| Annual return | 10.20% | 11.26%-1.1pp | 133.83%-123.6pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,843 | $1,565+17.8% | $2,421-23.9% | $2,757-33.1% |
| Participant deferral / active EE | $3,587 | $4,037-11.2% | $4,417-18.8% | $4,300-16.6% |
| Admin fee / account holder | $5,500 | $6,961-21.0% | $8,292-33.7% | $6,925-20.6% |