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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 | $108,785 | $51,638+110.7% | $68,368+59.1% | $82,448+31.9% |
| Participation rate | 60.3% | 63.6%-3.3pp | 73.8%-13.4pp | 68.1%-7.7pp |
| Annual return | 15.22% | 37.53%-22.3pp | 292.57%-277.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,328 | $2,047+13.8% | $2,649-12.1% | $2,551-8.7% |
| Participant deferral / active EE | $5,297 | $2,914+81.8% | $4,123+28.5% | $4,139+28.0% |
| Admin fee / account holder | $6,872 | $4,643+48.0% | $5,150+33.4% | $7,234-5.0% |