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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 | $103,205 | $95,383+8.2% | $185,837-44.5% | $85,856+20.2% |
| Participation rate | 69.6% | 68.8%+0.9pp | 81.7%-12.1pp | 69.3%+0.3pp |
| Annual return | 16.40% | 23.59%-7.2pp | 122.08%-105.7pp | 318.58%-302.2pp |
| Employer contribution / active EE | $3,202 | $3,313-3.4% | $5,168-38.0% | $2,565+24.8% |
| Participant deferral / active EE | $5,063 | $3,423+47.9% | $5,568-9.1% | $3,952+28.1% |
| Admin fee / account holder | $4,913 | $7,213-31.9% | $16,241-69.8% | $6,261-21.5% |