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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 | $104,119 | $97,125+7.2% | $86,233+20.7% | $137,256-24.1% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.0%-11.9pp | 80.0%-22.8pp |
| Annual return | 18.62% | 74.19%-55.6pp | 61.39%-42.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $989 | $2,841-65.2% | $2,504-60.5% | $4,156-76.2% |
| Participant deferral / active EE | $8,383 | $5,180+61.8% | $4,559+83.9% | $6,407+30.8% |
| Admin fee / account holder | $7,623 | $9,725-21.6% | $8,342-8.6% | $12,270-37.9% |