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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 | $92,820 | $76,407+21.5% | $150,298-38.2% | $82,448+12.6% |
| Participation rate | 68.0% | 66.4%+1.6pp | 77.8%-9.8pp | 68.1%-0.1pp |
| Annual return | 16.13% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $3,314 | $2,614+26.8% | $4,154-20.2% | $2,551+29.9% |
| Participant deferral / active EE | $8,270 | $3,214+157.3% | $5,453+51.7% | $4,139+99.8% |
| Admin fee / account holder | $10,427 | $6,352+64.2% | $14,116-26.1% | $7,234+44.1% |