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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 | $107,821 | $93,345+15.5% | $119,126-9.5% | $87,485+23.2% |
| Participation rate | 65.9% | 68.7%-2.8pp | 75.8%-9.9pp | 68.9%-3.0pp |
| Annual return | 14.85% | 19.08%-4.2pp | 282.11%-267.3pp | 26.06%-11.2pp |
| Employer contribution / active EE | $5,158 | $3,172+62.6% | $4,034+27.9% | $2,596+98.7% |
| Participant deferral / active EE | $9,952 | $4,099+142.8% | $5,318+87.1% | $4,274+132.9% |
| Admin fee / account holder | $11,318 | $8,039+40.8% | $10,693+5.8% | $7,775+45.6% |