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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 | $49,976+114.3% | $66,674+60.6% | $82,637+29.6% |
| Participation rate | 63.3% | 63.1%+0.2pp | 73.7%-10.3pp | 68.1%-4.7pp |
| Annual return | 14.54% | 39.09%-24.6pp | 321.24%-306.7pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,934 | $1,988-2.7% | $2,620-26.2% | $2,552-24.2% |
| Participant deferral / active EE | $4,881 | $2,847+71.5% | $4,084+19.5% | $4,126+18.3% |
| Admin fee / account holder | $2,176 | $4,594-52.6% | $5,098-57.3% | $7,339-70.3% |