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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 | $120,447 | $88,672+35.8% | $105,223+14.5% | $82,448+46.1% |
| Participation rate | 64.3% | 67.9%-3.6pp | 75.0%-10.8pp | 68.1%-3.8pp |
| Annual return | 18.25% | 30.86%-12.6pp | 180.65%-162.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,920 | $3,048-4.2% | $3,689-20.8% | $2,551+14.5% |
| Participant deferral / active EE | $5,797 | $4,036+43.6% | $5,072+14.3% | $4,139+40.1% |
| Admin fee / account holder | $1,131 | $7,146-84.2% | $8,859-87.2% | $7,234-84.4% |