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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 | $121,429 | $75,807+60.2% | $116,096+4.6% | $86,983+39.6% |
| Participation rate | 54.5% | 66.9%-12.3pp | 73.3%-18.8pp | 69.5%-15.0pp |
| Annual return | 17.26% | 18.57%-1.3pp | 326.25%-309.0pp | 25.83%-8.6pp |
| Employer contribution / active EE | $3,962 | $1,892+109.4% | $2,503+58.3% | $2,584+53.3% |
| Participant deferral / active EE | $5,614 | $3,212+74.8% | $3,952+42.1% | $4,194+33.9% |
| Admin fee / account holder | $806 | $6,659-87.9% | $7,704-89.5% | $7,856-89.7% |