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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 | $117,598 | $96,731+21.6% | $123,973-5.1% | $86,983+35.2% |
| Participation rate | 68.6% | 70.0%-1.4pp | 76.7%-8.1pp | 69.5%-1.0pp |
| Annual return | 17.90% | 17.33%+0.6pp | 388.13%-370.2pp | 25.83%-7.9pp |
| Employer contribution / active EE | $2,532 | $3,297-23.2% | $4,126-38.6% | $2,584-2.0% |
| Participant deferral / active EE | $5,100 | $4,152+22.8% | $5,247-2.8% | $4,194+21.6% |
| Admin fee / account holder | $1,227 | $8,722-85.9% | $11,799-89.6% | $7,856-84.4% |