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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 | $105,115 | $49,976+110.3% | $66,674+57.7% | $82,637+27.2% |
| Participation rate | 37.8% | 63.1%-25.3pp | 73.7%-35.8pp | 68.1%-30.2pp |
| Annual return | 15.92% | 39.09%-23.2pp | 321.24%-305.3pp | 53.51%-37.6pp |
| Employer contribution / active EE | $2,560 | $1,988+28.8% | $2,620-2.3% | $2,552+0.3% |
| Participant deferral / active EE | $5,030 | $2,847+76.7% | $4,084+23.2% | $4,126+21.9% |
| Admin fee / account holder | $2,214 | $4,594-51.8% | $5,098-56.6% | $7,339-69.8% |