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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 | $88,672+26.2% | $105,223+6.4% | $82,448+35.8% |
| Participation rate | 61.3% | 67.9%-6.6pp | 75.0%-13.8pp | 68.1%-6.8pp |
| Annual return | 14.64% | 30.86%-16.2pp | 180.65%-166.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $3,861 | $3,048+26.7% | $3,689+4.7% | $2,551+51.4% |
| Participant deferral / active EE | $8,782 | $4,036+117.6% | $5,072+73.2% | $4,139+112.2% |
| Admin fee / account holder | $6,063 | $7,146-15.1% | $8,859-31.6% | $7,234-16.2% |