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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 | $118,933 | $88,672+34.1% | $105,223+13.0% | $82,448+44.3% |
| Participation rate | 69.2% | 67.9%+1.3pp | 75.0%-5.8pp | 68.1%+1.2pp |
| Annual return | 18.87% | 30.86%-12.0pp | 180.65%-161.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,520 | $3,048-17.3% | $3,689-31.7% | $2,551-1.2% |
| Participant deferral / active EE | $5,115 | $4,036+26.7% | $5,072+0.9% | $4,139+23.6% |
| Admin fee / account holder | $1,268 | $7,146-82.3% | $8,859-85.7% | $7,234-82.5% |