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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 | $106,137 | $77,419+37.1% | $69,461+52.8% | $152,885-30.6% |
| Participation rate | 65.0% | 78.1%-13.1pp | 74.6%-9.6pp | 82.5%-17.5pp |
| Annual return | 17.08% | 39.07%-22.0pp | 28.97%-11.9pp | 345.39%-328.3pp |
| Employer contribution / active EE | $1,631 | $3,315-50.8% | $2,779-41.3% | $4,763-65.8% |
| Participant deferral / active EE | $4,908 | $4,414+11.2% | $3,536+38.8% | $5,851-16.1% |
| Admin fee / account holder | $2,366 | $6,207-61.9% | $3,840-38.4% | $11,598-79.6% |