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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 | $101,349 | $55,930+81.2% | $76,089+33.2% | $80,925+25.2% |
| Participation rate | 27.0% | 62.1%-35.0pp | 69.1%-42.1pp | 67.7%-40.6pp |
| Annual return | 13.26% | 20.58%-7.3pp | 360.94%-347.7pp | 35.65%-22.4pp |
| Employer contribution / active EE | $2,658 | $1,866+42.4% | $2,690-1.2% | $2,756-3.5% |
| Participant deferral / active EE | $4,210 | $3,051+38.0% | $4,259-1.1% | $4,299-2.1% |
| Admin fee / account holder | $9,501 | $5,241+81.3% | $6,418+48.0% | $6,940+36.9% |