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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 | $89,297 | $52,279+70.8% | $89,414-0.1% | $79,852+11.8% |
| Participation rate | 61.7% | 57.5%+4.2pp | 68.0%-6.3pp | 69.6%-7.9pp |
| Annual return | 37.94% | 22.16%+15.8pp | 245.50%-207.6pp | 31.72%+6.2pp |
| Employer contribution / active EE | $1,427 | $1,572-9.2% | $2,586-44.8% | $2,471-42.3% |
| Participant deferral / active EE | $4,772 | $2,740+74.1% | $3,890+22.7% | $3,740+27.6% |
| Admin fee / account holder | $1,501 | $3,356-55.3% | $4,883-69.3% | $5,306-71.7% |