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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 | $96,814 | $88,672+9.2% | $105,223-8.0% | $82,448+17.4% |
| Participation rate | 67.9% | 67.9%-0.1pp | 75.0%-7.2pp | 68.1%-0.2pp |
| Annual return | 14.48% | 30.86%-16.4pp | 180.65%-166.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,671 | $3,048-45.2% | $3,689-54.7% | $2,551-34.5% |
| Participant deferral / active EE | $4,613 | $4,036+14.3% | $5,072-9.0% | $4,139+11.4% |
| Admin fee / account holder | $4,853 | $7,146-32.1% | $8,859-45.2% | $7,234-32.9% |