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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 | $111,944 | $89,259+25.4% | $107,187+4.4% | $82,637+35.5% |
| Participation rate | 61.3% | 67.9%-6.6pp | 75.0%-13.7pp | 68.1%-6.8pp |
| Annual return | 14.64% | 21.02%-6.4pp | 204.55%-189.9pp | 53.51%-38.9pp |
| Employer contribution / active EE | $3,861 | $3,080+25.4% | $3,782+2.1% | $2,552+51.3% |
| Participant deferral / active EE | $8,782 | $4,037+117.5% | $5,096+72.3% | $4,126+112.8% |
| Admin fee / account holder | $6,063 | $7,381-17.9% | $9,162-33.8% | $7,339-17.4% |