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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 | $63,354+43.8% | $94,105-3.2% | $82,637+10.3% |
| Participation rate | 66.7% | 63.8%+2.8pp | 71.9%-5.3pp | 68.1%-1.4pp |
| Annual return | 15.95% | 34.36%-18.4pp | 204.55%-188.6pp | 53.51%-37.6pp |
| Employer contribution / active EE | $2,030 | $1,760+15.4% | $2,504-18.9% | $2,552-20.4% |
| Participant deferral / active EE | $4,185 | $2,873+45.7% | $3,881+7.8% | $4,126+1.4% |
| Admin fee / account holder | $1,641 | $5,073-67.7% | $6,199-73.5% | $7,339-77.6% |