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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 | $116,228 | $76,407+52.1% | $150,298-22.7% | $82,448+41.0% |
| Participation rate | 63.6% | 66.4%-2.8pp | 77.8%-14.1pp | 68.1%-4.4pp |
| Annual return | 15.66% | 39.99%-24.3pp | 62.79%-47.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $3,206 | $2,614+22.6% | $4,154-22.8% | $2,551+25.7% |
| Participant deferral / active EE | $6,905 | $3,214+114.8% | $5,453+26.6% | $4,139+66.8% |
| Admin fee / account holder | $8,780 | $6,352+38.2% | $14,116-37.8% | $7,234+21.4% |