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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 | $83,386 | $77,901+7.0% | $149,717-44.3% | $75,181+10.9% |
| Participation rate | 67.5% | 65.6%+1.9pp | 78.8%-11.3pp | 67.2%+0.3pp |
| Annual return | 15.11% | 31.73%-16.6pp | 134.41%-119.3pp | 160.69%-145.6pp |
| Employer contribution / active EE | $2,432 | $3,137-22.5% | $4,820-49.5% | $2,671-8.9% |
| Participant deferral / active EE | $4,991 | $3,411+46.3% | $5,682-12.2% | $4,126+21.0% |
| Admin fee / account holder | $2,362 | $5,949-60.3% | $13,213-82.1% | $5,650-58.2% |