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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 | $106,097 | $91,559+15.9% | $133,978-20.8% | $79,856+32.9% |
| Participation rate | 53.6% | 73.3%-19.8pp | 79.8%-26.3pp | 69.6%-16.1pp |
| Annual return | 21.16% | 61.85%-40.7pp | 45.10%-23.9pp | 31.71%-10.6pp |
| Employer contribution / active EE | $2,105 | $2,384-11.7% | $3,919-46.3% | $2,471-14.8% |
| Participant deferral / active EE | $5,453 | $3,734+46.1% | $5,047+8.0% | $3,741+45.8% |
| Admin fee / account holder | $10,698 | $6,321+69.2% | $8,930+19.8% | $5,306+101.6% |