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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 | $95,437 | $78,690+21.3% | $161,489-40.9% | $87,485+9.1% |
| Participation rate | 68.0% | 67.5%+0.5pp | 78.7%-10.7pp | 68.9%-0.9pp |
| Annual return | 13.91% | 32.74%-18.8pp | 89.72%-75.8pp | 26.06%-12.1pp |
| Employer contribution / active EE | $2,671 | $2,588+3.2% | $4,268-37.4% | $2,596+2.9% |
| Participant deferral / active EE | $7,095 | $3,311+114.3% | $5,630+26.0% | $4,274+66.0% |
| Admin fee / account holder | $2,180 | $6,724-67.6% | $16,006-86.4% | $7,775-72.0% |