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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 | $112,881 | $88,672+27.3% | $105,223+7.3% | $82,448+36.9% |
| Participation rate | 65.1% | 67.9%-2.8pp | 75.0%-9.9pp | 68.1%-3.0pp |
| Annual return | 15.46% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $3,125 | $3,048+2.5% | $3,689-15.3% | $2,551+22.5% |
| Participant deferral / active EE | $5,863 | $4,036+45.3% | $5,072+15.6% | $4,139+41.7% |
| Admin fee / account holder | $8,628 | $7,146+20.7% | $8,859-2.6% | $7,234+19.3% |