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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 | $103,265 | $61,125+68.9% | $94,057+9.8% | $87,485+18.0% |
| Participation rate | 67.6% | 64.1%+3.5pp | 73.3%-5.8pp | 68.9%-1.4pp |
| Annual return | 16.38% | 35.20%-18.8pp | 480.62%-464.2pp | 26.06%-9.7pp |
| Employer contribution / active EE | $1,547 | $2,136-27.6% | $2,933-47.3% | $2,596-40.4% |
| Participant deferral / active EE | $4,455 | $3,260+36.6% | $4,709-5.4% | $4,274+4.2% |
| Admin fee / account holder | $403 | $5,629-92.8% | $7,244-94.4% | $7,775-94.8% |