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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 | $107,076 | $51,638+107.4% | $68,368+56.6% | $82,448+29.9% |
| Participation rate | 63.3% | 63.6%-0.3pp | 73.8%-10.4pp | 68.1%-4.7pp |
| Annual return | 14.54% | 37.53%-23.0pp | 292.57%-278.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,934 | $2,047-5.5% | $2,649-27.0% | $2,551-24.2% |
| Participant deferral / active EE | $4,881 | $2,914+67.5% | $4,123+18.4% | $4,139+17.9% |
| Admin fee / account holder | $2,176 | $4,643-53.1% | $5,150-57.7% | $7,234-69.9% |