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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 | $96,314 | $52,580+83.2% | $71,671+34.4% | $70,126+37.3% |
| Participation rate | 60.4% | 60.9%-0.5pp | 68.7%-8.3pp | 69.5%-9.1pp |
| Annual return | 13.69% | 20.25%-6.6pp | 20.65%-7.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,996 | $1,616+23.6% | $2,460-18.8% | $2,343-14.8% |
| Participant deferral / active EE | $3,877 | $2,386+62.5% | $3,438+12.8% | $3,332+16.4% |
| Admin fee / account holder | $14,719 | $3,653+302.9% | $5,558+164.8% | $4,645+216.8% |