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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 | $119,466 | $68,878+73.4% | $120,574-0.9% | $80,935+47.6% |
| Participation rate | 61.4% | 61.7%-0.3pp | 71.9%-10.6pp | 67.7%-6.3pp |
| Annual return | 21.87% | 23.67%-1.8pp | 107.42%-85.6pp | 35.66%-13.8pp |
| Employer contribution / active EE | $2,334 | $2,065+13.0% | $3,471-32.8% | $2,757-15.4% |
| Participant deferral / active EE | $6,468 | $3,189+102.8% | $4,996+29.5% | $4,299+50.4% |
| Admin fee / account holder | $11,531 | $5,782+99.4% | $9,445+22.1% | $6,924+66.5% |