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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 | $103,111 | $88,672+16.3% | $105,223-2.0% | $82,448+25.1% |
| Participation rate | 69.0% | 67.9%+1.0pp | 75.0%-6.1pp | 68.1%+0.9pp |
| Annual return | 19.44% | 30.86%-11.4pp | 180.65%-161.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $2,619 | $3,048-14.1% | $3,689-29.0% | $2,551+2.7% |
| Participant deferral / active EE | $7,531 | $4,036+86.6% | $5,072+48.5% | $4,139+81.9% |
| Admin fee / account holder | $795 | $7,146-88.9% | $8,859-91.0% | $7,234-89.0% |