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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 | $107,927 | $88,672+21.7% | $105,223+2.6% | $82,448+30.9% |
| Participation rate | 69.2% | 67.9%+1.3pp | 75.0%-5.8pp | 68.1%+1.2pp |
| Annual return | 18.09% | 30.86%-12.8pp | 180.65%-162.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,191 | $3,048-28.1% | $3,689-40.6% | $2,551-14.1% |
| Participant deferral / active EE | $4,995 | $4,036+23.8% | $5,072-1.5% | $4,139+20.7% |
| Admin fee / account holder | $5,897 | $7,146-17.5% | $8,859-33.4% | $7,234-18.5% |