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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 | $91,132 | $73,107+24.7% | $114,563-20.5% | $87,485+4.2% |
| Participation rate | 66.7% | 65.8%+0.9pp | 72.9%-6.2pp | 68.9%-2.3pp |
| Annual return | 15.95% | 19.47%-3.5pp | 241.09%-225.1pp | 26.06%-10.1pp |
| Employer contribution / active EE | $2,030 | $1,881+7.9% | $2,592-21.7% | $2,596-21.8% |
| Participant deferral / active EE | $4,185 | $3,144+33.1% | $4,142+1.0% | $4,274-2.1% |
| Admin fee / account holder | $1,641 | $5,770-71.6% | $7,623-78.5% | $7,775-78.9% |