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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 | $112,446 | $54,757+105.4% | $90,300+24.5% | $72,983+54.1% |
| Participation rate | 65.0% | 65.1%-0.1pp | 73.3%-8.3pp | 69.5%-4.5pp |
| Annual return | 20.46% | 30.63%-10.2pp | 78.11%-57.7pp | 81.01%-60.6pp |
| Employer contribution / active EE | $1,566 | $2,092-25.2% | $2,854-45.1% | $2,440-35.8% |
| Participant deferral / active EE | $4,007 | $2,887+38.8% | $3,884+3.2% | $3,608+11.1% |
| Admin fee / account holder | $19,658 | $3,972+394.9% | $5,353+267.2% | $5,124+283.6% |