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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 | $116,125 | $73,107+58.8% | $114,563+1.4% | $87,485+32.7% |
| Participation rate | 68.9% | 65.8%+3.1pp | 72.9%-4.0pp | 68.9%0pp |
| Annual return | 20.63% | 19.47%+1.2pp | 241.09%-220.5pp | 26.06%-5.4pp |
| Employer contribution / active EE | $1,507 | $1,881-19.9% | $2,592-41.9% | $2,596-42.0% |
| Participant deferral / active EE | $5,383 | $3,144+71.2% | $4,142+30.0% | $4,274+26.0% |
| Admin fee / account holder | $2,029 | $5,770-64.8% | $7,623-73.4% | $7,775-73.9% |