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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 | $105,490 | $94,436+11.7% | $115,599-8.7% | $82,637+27.7% |
| Participation rate | 42.4% | 70.4%-28.1pp | 74.3%-31.9pp | 68.1%-25.7pp |
| Annual return | 17.49% | 18.37%-0.9pp | 111.10%-93.6pp | 53.51%-36.0pp |
| Employer contribution / active EE | $2,600 | $2,324+11.9% | $2,955-12.0% | $2,552+1.9% |
| Participant deferral / active EE | $3,911 | $3,955-1.1% | $4,889-20.0% | $4,126-5.2% |
| Admin fee / account holder | $5,865 | $10,328-43.2% | $12,841-54.3% | $7,339-20.1% |