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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 | $90,606 | $73,107+23.9% | $114,563-20.9% | $87,485+3.6% |
| Participation rate | 67.9% | 65.8%+2.1pp | 72.9%-5.0pp | 68.9%-1.0pp |
| Annual return | 15.19% | 19.47%-4.3pp | 241.09%-225.9pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,189 | $1,881-36.8% | $2,592-54.1% | $2,596-54.2% |
| Participant deferral / active EE | $2,793 | $3,144-11.2% | $4,142-32.6% | $4,274-34.6% |
| Admin fee / account holder | $4,612 | $5,770-20.1% | $7,623-39.5% | $7,775-40.7% |