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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 | $98,657 | $78,428+25.8% | $95,960+2.8% | $79,852+23.6% |
| Participation rate | 68.4% | 73.5%-5.1pp | 77.1%-8.7pp | 69.6%-1.2pp |
| Annual return | 17.47% | 19.37%-1.9pp | 91.63%-74.2pp | 31.72%-14.3pp |
| Employer contribution / active EE | $3,106 | $1,945+59.7% | $2,541+22.2% | $2,471+25.7% |
| Participant deferral / active EE | $6,336 | $3,440+84.2% | $4,167+52.1% | $3,740+69.4% |
| Admin fee / account holder | $3,079 | $5,622-45.2% | $6,797-54.7% | $5,306-42.0% |