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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 | $98,110 | $49,976+96.3% | $66,674+47.2% | $82,637+18.7% |
| Participation rate | 66.2% | 63.1%+3.1pp | 73.7%-7.5pp | 68.1%-1.8pp |
| Annual return | 16.45% | 39.09%-22.6pp | 321.24%-304.8pp | 53.51%-37.1pp |
| Employer contribution / active EE | $2,477 | $1,988+24.6% | $2,620-5.5% | $2,552-3.0% |
| Participant deferral / active EE | $5,152 | $2,847+81.0% | $4,084+26.2% | $4,126+24.9% |
| Admin fee / account holder | $4,011 | $4,594-12.7% | $5,098-21.3% | $7,339-45.3% |