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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 | $88,005 | $85,060+3.5% | $70,548+24.7% | $139,456-36.9% |
| Participation rate | 57.1% | 73.9%-16.8pp | 68.3%-11.2pp | 80.3%-23.2pp |
| Annual return | 16.74% | 30.38%-13.6pp | 32.78%-16.0pp | 373.45%-356.7pp |
| Employer contribution / active EE | $3,659 | $3,911-6.4% | $2,975+23.0% | $4,753-23.0% |
| Participant deferral / active EE | $8,846 | $5,890+50.2% | $4,567+93.7% | $6,711+31.8% |
| Admin fee / account holder | $6,761 | $8,925-24.2% | $6,424+5.3% | $11,407-40.7% |