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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 | $119,079 | $78,705+51.3% | $117,860+1.0% | $70,124+69.8% |
| Participation rate | 64.0% | 73.2%-9.2pp | 79.7%-15.7pp | 69.5%-5.5pp |
| Annual return | 20.19% | 23.30%-3.1pp | 335.10%-314.9pp | 73.14%-53.0pp |
| Employer contribution / active EE | $1,288 | $2,223-42.1% | $3,786-66.0% | $2,342-45.0% |
| Participant deferral / active EE | $3,460 | $3,297+4.9% | $4,482-22.8% | $3,332+3.9% |
| Admin fee / account holder | $1,980 | $5,065-60.9% | $8,021-75.3% | $4,645-57.4% |